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Action Point Financial Planning’s Upstart Holdings UPST Stock Holding History

Action Point Financial Planning’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 		$35 Buy
+1
New +$31 ﹤0.01% 2762

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

Action Point Financial Planning's UPST Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Upstart Holdings (UPST) in Q2 2026: 1 share worth $35. The stake represents ﹤0.01% of the portfolio and ranks #2762 among its holdings.

365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Action Point Financial Planning held 1 share of Upstart Holdings worth $35 as of Q2 2026.
  • Upstart Holdings was a new Action Point Financial Planning position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2762 holding.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.