Fortitude Family Office’s Upstart Holdings UPST Stock Holding History

Fortitude Family Office’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	$2.73K	Hold	77	–	–	﹤0.01%	1351
2026 Q1	$1.98K	Sell	77 -35	-31%	-$1.23K	﹤0.01%	1288
2025 Q4	$4.9K	Sell	112 -18	-14%	-$829	﹤0.01%	816
2025 Q3	$6.6K	Hold	130	–	–	﹤0.01%	715
2025 Q2	$8.41K	Sell	130 -307	-70%	-$15.1K	﹤0.01%	614
2025 Q1	$20.1K	Hold	437	–	–	0.01%	401
2024 Q4	$26.9K	Buy	437 +23	+6%	+$1.43K	0.01%	386
2024 Q3	$16.6K	Hold	414	–	–	0.01%	456
2024 Q2	$9.77K	Buy	+414	New	+$9.99K	0.01%	420
2024 Q1	–	Sell	-186	Closed	-$7.6K	–	1088
2023 Q4	$7.6K	Buy	+186	New	+$5.66K	0.01%	484

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 $3.38T AUM 44.17% 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

Fortitude Family Office's UPST Position: Q2 2026 in Review

Fortitude Family Office held its Upstart Holdings (UPST) position steady in Q2 2026 at 77 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Fortitude Family Office first reported a position in UPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.9K in Q4 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Fortitude Family Office held 77 shares of Upstart Holdings worth $2.73K as of Q2 2026.
Fortitude Family Office left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1351 holding.
Fortitude Family Office first reported a position in Upstart Holdings in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Upstart Holdings position peaked at $26.9K in Q4 2024.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.