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Mosley Wealth Management’s Upstart Holdings UPST Stock Holding History

Mosley Wealth Management’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 		$113K Buy
3,176
+3,090
+3,593% +$95.2K 0.04% 188
2026
Q1 		$4.37K Buy
+86
New +$3.03K ﹤0.01% 347

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosley Wealth Management's UPST Position: Q2 2026 in Review

Mosley Wealth Management increased its Upstart Holdings (UPST) stake by 3,593% in Q2 2026, buying an estimated $95.2K and bringing the position to 3,176 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #188.

Mosley Wealth Management first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Mosley Wealth Management held 3,176 shares of Upstart Holdings worth $113K as of Q2 2026.
  • Mosley Wealth Management bought 3,090 Upstart Holdings shares in Q2 2026, an estimated $95.2K.
  • Upstart Holdings made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Mosley Wealth Management first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.