IMA Advisory Services’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Other funds holding UPST
CS
HFF
IMA Advisory Services's UPST Position: Q2 2026 in Review
IMA Advisory Services increased its Upstart Holdings (UPST) stake by 54% in Q2 2026, buying an estimated $216 and bringing the position to 20 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #1234.
IMA Advisory Services first reported a position in UPST in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.
- IMA Advisory Services held 20 shares of Upstart Holdings worth $709 as of Q2 2026.
- IMA Advisory Services bought 7 Upstart Holdings shares in Q2 2026, an estimated $216.
- Upstart Holdings made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1234 holding.
- IMA Advisory Services first reported a position in Upstart Holdings in Q4 2025 and has held it in 3 quarters since.
- 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.