Holos Integrated Wealth
UPST icon

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
Q3 		$26.5K Sell
1,141
-900
-44% -$25.8K 0.01% 203
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

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

Holos Integrated Wealth's UPST Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Upstart Holdings (UPST) stake by 44% in Q3 2026, selling an estimated $25.8K and leaving 1,141 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #203.

Holos Integrated Wealth first reported a position in UPST in Q4 2025 and has held it in 4 quarters since. The position peaked at $93.6K in Q4 2025. 53 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Holos Integrated Wealth held 1,141 shares of Upstart Holdings worth $26.5K as of Q3 2026.
  • Holos Integrated Wealth sold 900 Upstart Holdings shares in Q3 2026, an estimated $25.8K.
  • Upstart Holdings made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #203 holding.
  • Holos Integrated Wealth first reported a position in Upstart Holdings in Q4 2025 and has held it in 4 quarters since.
  • Holos Integrated Wealth's Upstart Holdings position peaked at $93.6K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.