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Avion Wealth’s Upstart Holdings UPST Stock Holding History

Avion 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 		$1K Hold
51
– – ﹤0.01% 1365
2026
Q1 		$1K Sell
51
-12
-19% -$422 ﹤0.01% 1162
2025
Q4 		$2K Sell
63
-10
-14% -$460 ﹤0.01% 935
2025
Q3 		$3K Hold
73
– – ﹤0.01% 802
2025
Q2 		$4K Buy
73
+22
+43% +$1.08K ﹤0.01% 695
2025
Q1 		$3K Hold
51
– – ﹤0.01% 675
2024
Q4 		$3K Hold
51
– – ﹤0.01% 672
2024
Q3 		$2K Hold
51
– – ﹤0.01% 726
2024
Q2 		$1K Buy
51
+21
+70% +$507 ﹤0.01% 831
2024
Q1 		$1K Sell
30
-33
-52% -$976 ﹤0.01% 1100
2023
Q4 		$3K Sell
63
-51
-45% -$1.55K ﹤0.01% 509
2023
Q3 		$2K Buy
114
+19
+20% +$764 ﹤0.01% 530
2023
Q2 		$3K Buy
+95
New +$2.19K ﹤0.01% 443

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

Avion Wealth's UPST Position: Q2 2026 in Review

Avion Wealth held its Upstart Holdings (UPST) position steady in Q2 2026 at 51 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Avion Wealth first reported a position in UPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $4K in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Avion Wealth held 51 shares of Upstart Holdings worth $1K as of Q2 2026.
  • Avion Wealth left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1365 holding.
  • Avion Wealth first reported a position in Upstart Holdings in Q2 2023 and has held it in 13 quarters since.
  • Avion Wealth's Upstart Holdings position peaked at $4K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.