Creative Planning’s Upstart Holdings UPST Stock Holding History

Creative Planning’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
2023 Q2	–	Sell	-1,000	Closed	-$3.08K	–	2838
2023 Q1	$3.08K	Buy	+1,000	New	+$16.8K	﹤0.01%	2502
2021 Q4	–	Sell	-400	Closed	-$7K	–	2222
2021 Q3	$7K	Buy	+400	New	+$78.9K	﹤0.01%	2084

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

Creative Planning's UPST Position: Q2 2026 in Review

Creative Planning increased its Upstart Holdings (UPST) stake by 64% in Q2 2026, buying an estimated $1.07M and bringing the position to 88,554 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Creative Planning first reported a position in UPST in Q2 2021 and has held it in 21 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Creative Planning held 88,554 shares of Upstart Holdings worth $3.14M as of Q2 2026.
Creative Planning bought 34,640 Upstart Holdings shares in Q2 2026, an estimated $1.07M.
Upstart Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1746 holding.
Creative Planning first reported a position in Upstart Holdings in Q2 2021 and has held it in 21 quarters since.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.