Back to UPST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UPST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
4
Latest value
$350K
Q3 2026
Peak value
$386K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $386K |
| Q4 2025 | $295K |
| Q2 2026 | $240K |
| Q3 2026 | $350K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $350K | 14.5K | — | — |
| Q2 2026 | $240K | 7.3K | — | — |
| Q4 2025 | $295K | 5.8K | — | — |
| Q3 2025 | $386K | 7.4K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M