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Beacon Pointe Advisors’s Upstart Holdings UPST Stock Holding History

Beacon Pointe Advisors’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 		$298K Buy
8,418
+17
+0.2% +$524 ﹤0.01% 1610
2026
Q1 		$215K Sell
8,401
-300
-3% -$10.6K ﹤0.01% 1696
2025
Q4 		$380K Buy
+8,701
New +$401K ﹤0.01% 1163

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

Beacon Pointe Advisors's UPST Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Upstart Holdings (UPST) stake by 0.2% in Q2 2026, buying an estimated $524 and bringing the position to 8,418 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Beacon Pointe Advisors first reported a position in UPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Beacon Pointe Advisors held 8,418 shares of Upstart Holdings worth $298K as of Q2 2026.
  • Beacon Pointe Advisors bought 17 Upstart Holdings shares in Q2 2026, an estimated $524.
  • Upstart Holdings made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1610 holding.
  • Beacon Pointe Advisors first reported a position in Upstart Holdings in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Upstart Holdings position peaked at $380K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.