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Plante Moran Financial Advisors’s Upstart Holdings UPST Stock Holding History

Plante Moran Financial Advisors’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 		$12.6K Sell
356
-156
-30% -$4.81K ﹤0.01% 529
2026
Q1 		$13.1K Buy
512
+76
+17% +$2.67K ﹤0.01% 490
2025
Q4 		$19.1K Buy
436
+421
+2,807% +$19.4K ﹤0.01% 453
2025
Q3 		$762 Hold
15
– – ﹤0.01% 714
2025
Q2 		$970 Sell
15
-854
-98% -$41.9K ﹤0.01% 701
2025
Q1 		$40K Hold
869
– – ﹤0.01% 376
2024
Q4 		$53.5K Hold
869
– – ﹤0.01% 337
2024
Q3 		$34.8K Buy
869
+158
+22% +$5.25K ﹤0.01% 436
2024
Q2 		$16.8K Buy
711
+241
+51% +$5.82K ﹤0.01% 501
2024
Q1 		$12.6K Buy
+470
New +$13.9K ﹤0.01% 569
2023
Q2 		– Sell
-411
Closed -$6.53K – 862
2023
Q1 		$6.53K Buy
+411
New +$6.92K ﹤0.01% 621
2022
Q3 		– Sell
-609
Closed -$19K – 1079
2022
Q2 		$19K Sell
609
-1,157
-66% -$68.9K ﹤0.01% 479
2022
Q1 		$193K Buy
1,766
+1,566
+783% +$180K 0.04% 167
2021
Q4 		$30K Buy
+200
New +$50K ﹤0.01% 468

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

Plante Moran Financial Advisors's UPST Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Upstart Holdings (UPST) stake by 30% in Q2 2026, selling an estimated $4.81K and leaving 356 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Plante Moran Financial Advisors first reported a position in UPST in Q4 2021 and has held it in 14 quarters since. The position peaked at $193K in Q1 2022. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Plante Moran Financial Advisors held 356 shares of Upstart Holdings worth $12.6K as of Q2 2026.
  • Plante Moran Financial Advisors sold 156 Upstart Holdings shares in Q2 2026, an estimated $4.81K.
  • Upstart Holdings made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #529 holding.
  • Plante Moran Financial Advisors first reported a position in Upstart Holdings in Q4 2021 and has held it in 14 quarters since.
  • Plante Moran Financial Advisors's Upstart Holdings position peaked at $193K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.