Galvin Gaustad & Stein
UPST icon

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
Q3 		– Sell
-15,943
Closed -$565K – 274
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

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein's UPST Position: Q3 2026 in Review

Galvin Gaustad & Stein sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 15,943 shares — an estimated $565K sold.

Galvin Gaustad & Stein first reported a position in UPST in Q1 2026 and held it in 2 quarters. The position peaked at $565K in Q2 2026. 53 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Galvin Gaustad & Stein reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 15,943 Upstart Holdings shares in Q3 2026, an estimated $565K.
  • Galvin Gaustad & Stein first reported a position in Upstart Holdings in Q1 2026 and held it in 2 quarters.
  • Galvin Gaustad & Stein's Upstart Holdings position peaked at $565K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.