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Upstart Hldgs shares owned by Shelton Wealth Management

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Shelton Wealth Management from 13F filings

Historical chart of Shelton Wealth Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Shelton Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 4.0k 50.80

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Applovin Corp Com Cl A (APP)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Shelton Wealth Management

Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
Citadel Advisors
BlackRock
Jericho Capital Asset Management
Jane Street
Slate Path Capital
Squarepoint Ops
State Street Corporation
Geode Capital Management
Toroso Investments
D. E. Shaw & Co
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company

View all funds holding Upstart Hldgs