Dogwood Wealth Management’s Upstart Holdings UPST Stock Holding History

Dogwood Wealth Management’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	$5.85K	Hold	165	–	–	﹤0.01%	480
2026 Q1	$4.23K	Hold	165	–	–	﹤0.01%	512
2025 Q4	$7.21K	Hold	165	–	–	﹤0.01%	354
2025 Q3	$8.38K	Hold	165	–	–	﹤0.01%	300
2025 Q2	$12.6K	Hold	165	–	–	0.01%	235
2025 Q1	$7.59K	Hold	165	–	–	﹤0.01%	209
2024 Q4	$10.2K	Buy	+165	New	+$10.3K	0.01%	184

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

Dogwood Wealth Management's UPST Position: Q2 2026 in Review

Dogwood Wealth Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 165 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Dogwood Wealth Management first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.6K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Dogwood Wealth Management held 165 shares of Upstart Holdings worth $5.85K as of Q2 2026.
Dogwood Wealth Management left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #480 holding.
Dogwood Wealth Management first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
Dogwood Wealth Management's Upstart Holdings position peaked at $12.6K in Q2 2025.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.