MSG
UPST icon

Main Street Group’s Upstart Holdings UPST Stock Holding History

Main Street Group’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 		$3.54K Hold
100
– – ﹤0.01% 690
2026
Q1 		$2.56K Buy
+100
New +$3.52K ﹤0.01% 719
2025
Q4 		– Sell
-100
Closed -$5.08K – 577
2025
Q3 		$5.08K Hold
100
– – ﹤0.01% 615
2025
Q2 		$6.47K Hold
100
– – ﹤0.01% 543
2025
Q1 		$4.6K Hold
100
– – ﹤0.01% 603
2024
Q4 		$6.16K Hold
100
– – ﹤0.01% 560
2024
Q3 		$4K Hold
100
– – ﹤0.01% 608
2024
Q2 		$2.29K Hold
100
– – ﹤0.01% 707
2024
Q1 		$2.64K Hold
100
– – ﹤0.01% 724
2023
Q4 		$4.09K Buy
+100
New +$3.04K ﹤0.01% 1008

Other funds holding UPST

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return