PWPS
UPST icon

Pinnacle Wealth Planning Services’s Upstart Holdings UPST Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$257 Sell
10
-798
-99% -$28.1K ﹤0.01% 2671
2025
Q4 		$35.3K Buy
+808
New +$37.2K ﹤0.01% 1420

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Pinnacle Wealth Planning Services's UPST Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Upstart Holdings (UPST) stake by 99% in Q1 2026, selling an estimated $28.1K and leaving 10 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Pinnacle Wealth Planning Services first reported a position in UPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $35.3K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Pinnacle Wealth Planning Services held 10 shares of Upstart Holdings worth $257 as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 798 Upstart Holdings shares in Q1 2026, an estimated $28.1K.
  • Upstart Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2671 holding.
  • Pinnacle Wealth Planning Services first reported a position in Upstart Holdings in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Upstart Holdings position peaked at $35.3K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.