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Holos Integrated Wealth’s Upstart Holdings UPST Stock Holding History

Holos Integrated Wealth’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 		$67.5K Hold
2,041
– – 0.03% 141
2026
Q1 		$54K Hold
2,041
– – 0.03% 151
2025
Q4 		$93.6K Buy
+2,041
New +$94K 0.05% 96

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

Holos Integrated Wealth's UPST Position: Q2 2026 in Review

Holos Integrated Wealth held its Upstart Holdings (UPST) position steady in Q2 2026 at 2,041 shares worth $67.5K. The position accounts for 0.03% of the portfolio, ranked #141.

Holos Integrated Wealth first reported a position in UPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.6K in Q4 2025. 65 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Holos Integrated Wealth held 2,041 shares of Upstart Holdings worth $67.5K as of Q2 2026.
  • Holos Integrated Wealth left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #141 holding.
  • Holos Integrated Wealth first reported a position in Upstart Holdings in Q4 2025 and has held it in 3 quarters since.
  • Holos Integrated Wealth's Upstart Holdings position peaked at $93.6K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.