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Elevation Wealth Partners’s Upstart Holdings UPST Stock Holding History

Elevation Wealth Partners’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 		$943 Buy
+41
New +$1.17K ﹤0.01% 1303

Other funds holding UPST

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Elevation Wealth Partners's UPST Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Upstart Holdings (UPST) in Q3 2026: 41 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings.

11 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Elevation Wealth Partners held 41 shares of Upstart Holdings worth $943 as of Q3 2026.
  • Upstart Holdings was a new Elevation Wealth Partners position in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1303 holding.
  • 11 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.