MWC
UPST icon

MBM Wealth Consultants’s Upstart Holdings UPST Stock Holding History

MBM Wealth Consultants’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 		– Sell
-5
Closed -$128 – 353
2026
Q1 		$128 Buy
+5
New +$176 ﹤0.01% 383
2023
Q2 		– Sell
-5
Closed – – 261
2023
Q1 		$0 Hold
5
– – ﹤0.01% 341
2022
Q4 		$1K Buy
+5
New +$97 ﹤0.01% 343

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

MBM Wealth Consultants's UPST Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 5 shares — an estimated $128 sold.

MBM Wealth Consultants first reported a position in UPST in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 5 Upstart Holdings shares in Q2 2026, an estimated $128.
  • MBM Wealth Consultants first reported a position in Upstart Holdings in Q4 2022 and held it in 3 quarters.
  • MBM Wealth Consultants's Upstart Holdings position peaked at $1K in Q4 2022.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.