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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cornerstone Planning Group's UPST Position: Q2 2026 in Review

Cornerstone Planning Group held its Upstart Holdings (UPST) position steady in Q2 2026 at 18 shares worth $516. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Cornerstone Planning Group first reported a position in UPST in Q4 2022 and has held it in 11 quarters since. The position peaked at $49.2K in Q3 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Cornerstone Planning Group held 18 shares of Upstart Holdings worth $516 as of Q2 2026.
Cornerstone Planning Group left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1688 holding.
Cornerstone Planning Group first reported a position in Upstart Holdings in Q4 2022 and has held it in 11 quarters since.
Cornerstone Planning Group's Upstart Holdings position peaked at $49.2K in Q3 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.