Cornerstone Planning Group’s Upstart Holdings UPST Stock Holding History

Cornerstone Planning Group’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	–	Sell	-18	Closed	-$516	–	1612
2026 Q2	$516	Hold	18	–	–	﹤0.01%	1688
2026 Q1	$562	Buy	18 +2	+13%	+$70	﹤0.01%	1615
2025 Q4	$691	Sell	16 -1,035	-98%	-$47.7K	﹤0.01%	1434
2025 Q3	$49.2K	Buy	1,051 +1,040	+9,455%	+$73.2K	0.01%	347
2025 Q2	$909	Hold	11	–	–	﹤0.01%	1137
2025 Q1	$484	Hold	11	–	–	﹤0.01%	1316
2024 Q4	$715	Hold	11	–	–	﹤0.01%	1039
2024 Q3	$555	Buy	+11	New	+$366	﹤0.01%	1065
2023 Q4	–	Sell	-4	Closed	-$114	–	1027
2023 Q3	$114	Hold	4	–	–	﹤0.01%	1084
2023 Q2	$143	Buy	+4	New	+$92	﹤0.01%	1530
2022 Q4	$63	Buy	+4	New	+$77	﹤0.01%	1547

Other funds holding UPST

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's UPST Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 18 shares — an estimated $516 sold.

Cornerstone Planning Group first reported a position in UPST in Q4 2022 and held it in 11 quarters. The position peaked at $49.2K in Q3 2025. 48 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Cornerstone Planning Group reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 18 Upstart Holdings shares in Q3 2026, an estimated $516.
Cornerstone Planning Group first reported a position in Upstart Holdings in Q4 2022 and held it in 11 quarters.
Cornerstone Planning Group's Upstart Holdings position peaked at $49.2K in Q3 2025.
48 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.