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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

Falcon Wealth Planning's UPST Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Upstart Holdings (UPST) stake by 0.13% in Q2 2026, selling an estimated $1.17K and leaving 30,067 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #91.

Falcon Wealth Planning first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q3 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Falcon Wealth Planning held 30,067 shares of Upstart Holdings worth $1.07M as of Q2 2026.
  • Falcon Wealth Planning sold 38 Upstart Holdings shares in Q2 2026, an estimated $1.17K.
  • Upstart Holdings made up 0.07% of Falcon Wealth Planning's portfolio in Q2 2026, its #91 holding.
  • Falcon Wealth Planning first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • Falcon Wealth Planning's Upstart Holdings position peaked at $1.59M in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.