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Galvin Gaustad & Stein’s Upstart Holdings UPST Stock Holding History

Galvin Gaustad & Stein’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 		$565K Buy
15,943
+6,726
+73% +$207K 0.04% 168
2026
Q1 		$236K Buy
+9,217
New +$324K 0.02% 237

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

Galvin Gaustad & Stein's UPST Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its Upstart Holdings (UPST) stake by 73% in Q2 2026, buying an estimated $207K and bringing the position to 15,943 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #168.

Galvin Gaustad & Stein 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.

  • Galvin Gaustad & Stein held 15,943 shares of Upstart Holdings worth $565K as of Q2 2026.
  • Galvin Gaustad & Stein bought 6,726 Upstart Holdings shares in Q2 2026, an estimated $207K.
  • Upstart Holdings made up 0.04% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #168 holding.
  • Galvin Gaustad & Stein 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 Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.