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 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 $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return