DiNuzzo Private Wealth’s Upstart Holdings UPST Stock Holding History

DiNuzzo Private Wealth’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	$36	Hold	1	–	–	﹤0.01%	1323
2026 Q1	$26	Hold	1	–	–	﹤0.01%	1331
2025 Q4	$44	Sell	1 -2	-67%	-$92	﹤0.01%	1343
2025 Q3	$220	Hold	3	–	–	﹤0.01%	1254
2025 Q2	$195	Hold	3	–	–	﹤0.01%	1253
2025 Q1	$139	Hold	3	–	–	﹤0.01%	1274
2024 Q4	$185	Buy	3 +2	+200%	+$125	﹤0.01%	1282
2024 Q3	$41	Hold	1	–	–	﹤0.01%	1411
2024 Q2	$24	Buy	+1	New	+$24	﹤0.01%	1394

Other funds holding UPST

BJF

Blue Jean Financial Albany, New York $144M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RWC

Rare Wolf Capital Bellevue, Washington $156M AUM

DiNuzzo Private Wealth's UPST Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Upstart Holdings (UPST) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

DiNuzzo Private Wealth first reported a position in UPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $220 in Q3 2025. 83 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

DiNuzzo Private Wealth held 1 share of Upstart Holdings worth $36 as of Q2 2026.
DiNuzzo Private Wealth left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1323 holding.
DiNuzzo Private Wealth first reported a position in Upstart Holdings in Q2 2024 and has held it in 9 quarters since.
DiNuzzo Private Wealth's Upstart Holdings position peaked at $220 in Q3 2025.
83 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.