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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
Q2 		$4.82K Buy
136
+126
+1,260% +$3.88K ﹤0.01% 2304
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 $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

Pinnacle Wealth Planning Services's UPST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Upstart Holdings (UPST) stake by 1,260% in Q2 2026, buying an estimated $3.88K and bringing the position to 136 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Pinnacle Wealth Planning Services first reported a position in UPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.3K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 136 shares of Upstart Holdings worth $4.82K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 126 Upstart Holdings shares in Q2 2026, an estimated $3.88K.
  • Upstart Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2304 holding.
  • Pinnacle Wealth Planning Services first reported a position in Upstart Holdings in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Upstart Holdings position peaked at $35.3K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.