Integrated Wealth Concepts’s Upstart Holdings UPST Stock Holding History

Integrated Wealth Concepts’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	$248K	Buy	+7,003	New	+$216K	﹤0.01%	2201
2025 Q4	–	Sell	-6,227	Closed	-$316K	–	2030
2025 Q3	$316K	Sell	6,227 -1,550	-20%	-$109K	﹤0.01%	1597
2025 Q2	$503K	Buy	7,777 +3,149	+68%	+$154K	0.01%	1268
2025 Q1	$213K	Buy	4,628 +563	+14%	+$35K	﹤0.01%	1591
2024 Q4	$250K	Buy	+4,065	New	+$253K	﹤0.01%	1477
2022 Q2	–	Sell	-2,570	Closed	-$280K	–	1075
2022 Q1	$280K	Buy	2,570 +763	+42%	+$87.9K	0.01%	769
2021 Q4	$273K	Buy	1,807 +702	+64%	+$175K	0.01%	818
2021 Q3	$350K	Buy	+1,105	New	+$218K	0.01%	679

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Upstart Holdings (UPST) in Q2 2026: 7,003 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #2201 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in UPST as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in UPST in Q3 2021 and has held it in 8 quarters since. The position peaked at $503K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Integrated Wealth Concepts held 7,003 shares of Upstart Holdings worth $248K as of Q2 2026.
Upstart Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2201 holding.
Integrated Wealth Concepts first reported a position in Upstart Holdings in Q3 2021 and has held it in 8 quarters since.
Integrated Wealth Concepts's Upstart Holdings position peaked at $503K in Q2 2025.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.