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Allied Private Wealth’s Upstart Holdings UPST Stock Holding History

Allied Private Wealth’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 		$5.57K Buy
+175
New +$5.39K ﹤0.01% 602

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

Allied Private Wealth's UPST Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Upstart Holdings (UPST) in Q2 2026: 175 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

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

  • Allied Private Wealth held 175 shares of Upstart Holdings worth $5.57K as of Q2 2026.
  • Upstart Holdings was a new Allied Private Wealth position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #602 holding.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.