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WMG Financial Advisors’s Upstart Holdings UPST Stock Holding History

WMG Financial Advisors’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Sell
10,327
-15,400
-60% -$475K 0.14% 71
2026
Q1 		$660K Buy
25,727
+8,265
+47% +$291K 0.28% 42
2025
Q4 		$764K Buy
17,462
+1,600
+10% +$73.7K 0.31% 47
2025
Q3 		$806K Sell
15,862
-2,650
-14% -$186K 0.27% 57
2025
Q2 		$1.2M Sell
18,512
-650
-3% -$31.9K 0.44% 42
2025
Q1 		$882K Sell
19,162
-2,050
-10% -$127K 0.38% 47
2024
Q4 		$1.31M Sell
21,212
-22,895
-52% -$1.43M 0.56% 32
2024
Q3 		$1.76M Buy
44,107
+375
+0.9% +$12.5K 0.8% 23
2024
Q2 		$1.03M Sell
43,732
-5,400
-11% -$130K 0.55% 37
2024
Q1 		$1.32M Sell
49,132
-2,000
-4% -$59.1K 0.76% 25
2023
Q4 		$2.09M Sell
51,132
-3,365
-6% -$102K 1.36% 13
2023
Q3 		$1.56M Sell
54,497
-25,423
-32% -$1.02M 1.32% 14
2023
Q2 		$2.86M Sell
79,920
-2,510
-3% -$57.7K 2.11% 7
2023
Q1 		$1.31M Buy
82,430
+760
+0.9% +$12.8K 1.09% 27
2022
Q4 		$1.08M Buy
81,670
+2,752
+3% +$53.2K 0.92% 33
2022
Q3 		$1.64M Sell
78,918
-410
-0.5% -$11K 1.48% 14
2022
Q2 		$2.5M Buy
79,328
+39,303
+98% +$2.34M 2.17% 10
2022
Q1 		$4.37M Buy
40,025
+19,125
+92% +$2.2M 3.21% 5
2021
Q4 		$3.16M Buy
+20,900
New +$5.22M 2.46% 7

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

WMG Financial Advisors's UPST Position: Q2 2026 in Review

WMG Financial Advisors reduced its Upstart Holdings (UPST) stake by 60% in Q2 2026, selling an estimated $475K and leaving 10,327 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #71.

WMG Financial Advisors first reported a position in UPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q1 2022. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • WMG Financial Advisors held 10,327 shares of Upstart Holdings worth $366K as of Q2 2026.
  • WMG Financial Advisors sold 15,400 Upstart Holdings shares in Q2 2026, an estimated $475K.
  • Upstart Holdings made up 0.14% of WMG Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • WMG Financial Advisors first reported a position in Upstart Holdings in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Upstart Holdings position peaked at $4.37M in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.