PS
UPST icon

Planning Strategies’s Upstart Holdings UPST Stock Holding History

Planning Strategies’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 		$283 Buy
+8
New +$247 ﹤0.01% 955

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

Planning Strategies's UPST Position: Q2 2026 in Review

Planning Strategies opened a new position in Upstart Holdings (UPST) in Q2 2026: 8 shares worth $283. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings.

343 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Planning Strategies held 8 shares of Upstart Holdings worth $283 as of Q2 2026.
  • Upstart Holdings was a new Planning Strategies position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #955 holding.
  • 343 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.