EP Wealth Advisors’s Upstart Holdings UPST Stock Holding History

EP Wealth Advisors’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	$271K	Sell	7,661 -218	-3%	-$6.72K	﹤0.01%	1349
2026 Q1	$202K	Buy	+7,879	New	+$277K	﹤0.01%	1409

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

EP Wealth Advisors's UPST Position: Q2 2026 in Review

EP Wealth Advisors reduced its Upstart Holdings (UPST) stake by 2.8% in Q2 2026, selling an estimated $6.72K and leaving 7,661 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

EP Wealth Advisors first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

EP Wealth Advisors held 7,661 shares of Upstart Holdings worth $271K as of Q2 2026.
EP Wealth Advisors sold 218 Upstart Holdings shares in Q2 2026, an estimated $6.72K.
Upstart Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1349 holding.
EP Wealth Advisors first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.