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 Q3	$23	Hold	1	–	–	﹤0.01%	1355
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

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

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

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

DiNuzzo Private Wealth's UPST Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Upstart Holdings (UPST) position steady in Q3 2026 at 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

DiNuzzo Private Wealth first reported a position in UPST in Q2 2024 and has held it in 10 quarters since. The position peaked at $220 in Q3 2025. 68 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

DiNuzzo Private Wealth held 1 share of Upstart Holdings worth $23 as of Q3 2026.
DiNuzzo Private Wealth left its Upstart Holdings share count unchanged in Q3 2026.
Upstart Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1355 holding.
DiNuzzo Private Wealth first reported a position in Upstart Holdings in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's Upstart Holdings position peaked at $220 in Q3 2025.
68 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.