Cedar Mountain Advisors
UPST icon

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
Q3 		$2.3K Hold
100
– – ﹤0.01% 792
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

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cedar Mountain Advisors's UPST Position: Q3 2026 in Review

Cedar Mountain Advisors held its Upstart Holdings (UPST) position steady in Q3 2026 at 100 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Cedar Mountain Advisors first reported a position in UPST in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.47K in Q2 2025. 53 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Cedar Mountain Advisors held 100 shares of Upstart Holdings worth $2.3K as of Q3 2026.
  • Cedar Mountain Advisors left its Upstart Holdings share count unchanged in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #792 holding.
  • Cedar Mountain Advisors first reported a position in Upstart Holdings in Q3 2024 and has held it in 9 quarters since.
  • Cedar Mountain Advisors's Upstart Holdings position peaked at $6.47K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.