Physician Wealth Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Other funds holding UPST
CS
HFF
Physician Wealth Advisors's UPST Position: Q2 2026 in Review
Physician Wealth Advisors increased its Upstart Holdings (UPST) stake by 4.3% in Q2 2026, buying an estimated $123 and bringing the position to 97 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.
Physician Wealth Advisors first reported a position in UPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.92K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.
- Physician Wealth Advisors held 97 shares of Upstart Holdings worth $3.44K as of Q2 2026.
- Physician Wealth Advisors bought 4 Upstart Holdings shares in Q2 2026, an estimated $123.
- Upstart Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1264 holding.
- Physician Wealth Advisors first reported a position in Upstart Holdings in Q4 2024 and has held it in 6 quarters since.
- Physician Wealth Advisors's Upstart Holdings position peaked at $6.92K in Q2 2025.
- 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.