FWP
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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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM