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Cedar Mountain Advisors’s Upstart Holdings UPST Stock Holding History

Cedar Mountain 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 		$3.54K Hold
100
– – ﹤0.01% 777
2026
Q1 		$2.56K Hold
100
– – ﹤0.01% 799
2025
Q4 		$4.37K Hold
100
– – ﹤0.01% 331
2025
Q3 		$5.08K Hold
100
– – ﹤0.01% 333
2025
Q2 		$6.47K Hold
100
– – ﹤0.01% 243
2025
Q1 		$4.6K Hold
100
– – ﹤0.01% 254
2024
Q4 		$6.16K Sell
100
-50
-33% -$3.12K ﹤0.01% 241
2024
Q3 		$6K Buy
+150
New +$4.99K ﹤0.01% 232

Other funds holding UPST

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors's UPST Position: Q2 2026 in Review

Cedar Mountain Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 100 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Cedar Mountain Advisors first reported a position in UPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.47K in Q2 2025. 33 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Cedar Mountain Advisors held 100 shares of Upstart Holdings worth $3.54K as of Q2 2026.
  • Cedar Mountain Advisors left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #777 holding.
  • Cedar Mountain Advisors first reported a position in Upstart Holdings in Q3 2024 and has held it in 8 quarters since.
  • Cedar Mountain Advisors's Upstart Holdings position peaked at $6.47K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.