Balance Wealth
UPST icon

Balance Wealth’s Upstart Holdings UPST Stock Holding History

Balance 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
Q3 		$1.06K Buy
+46
New +$1.32K ﹤0.01% 825

Other funds holding UPST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Balance Wealth's UPST Position: Q3 2026 in Review

Balance Wealth opened a new position in Upstart Holdings (UPST) in Q3 2026: 46 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings.

260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Balance Wealth held 46 shares of Upstart Holdings worth $1.06K as of Q3 2026.
  • Upstart Holdings was a new Balance Wealth position in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #825 holding.
  • 260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.