Falcon Wealth Planning’s Upstart Holdings UPST Stock Holding History

Falcon Wealth Planning’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	$1.07M	Sell	30,067 -38	-0.1%	-$1.17K	0.07%	91
2026 Q1	$772K	Sell	30,105 -260	-0.9%	-$9.15K	0.05%	101
2025 Q4	$1.33M	Sell	30,365 -996	-3%	-$45.9K	0.11%	67
2025 Q3	$1.59M	Buy	+31,361	New	+$2.21M	0.14%	60

Other funds holding UPST

Handelsbanken Fonder

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

Portman Square Capital London, United Kingdom $587M AUM 19.71% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return