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GHP Investment Advisors’s Upstart Holdings UPST Stock Holding History

GHP Investment Advisors’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 		$36 Hold
1
– – ﹤0.01% 1368
2026
Q1 		$26 Buy
+1
New +$35 ﹤0.01% 1418
2023
Q2 		– Sell
-8
Closed -$128 – 965
2023
Q1 		$128 Hold
8
– – ﹤0.01% 906
2022
Q4 		$106 Hold
8
– – ﹤0.01% 916
2022
Q3 		$0 Sell
8
-8
-50% -$215 ﹤0.01% 974
2022
Q2 		$1K Hold
16
– – ﹤0.01% 897
2022
Q1 		$2K Buy
+16
New +$1.84K ﹤0.01% 898

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GHP Investment Advisors's UPST Position: Q2 2026 in Review

GHP Investment Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

GHP Investment Advisors first reported a position in UPST in Q1 2022 and has held it in 7 quarters since. The position peaked at $2K in Q1 2022. 103 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • GHP Investment Advisors held 1 share of Upstart Holdings worth $36 as of Q2 2026.
  • GHP Investment Advisors left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1368 holding.
  • GHP Investment Advisors first reported a position in Upstart Holdings in Q1 2022 and has held it in 7 quarters since.
  • GHP Investment Advisors's Upstart Holdings position peaked at $2K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.