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Prestige Wealth Management Group’s Upstart Holdings UPST Stock Holding History

Prestige Wealth Management Group’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 		$1.77K Hold
50
– – ﹤0.01% 789
2026
Q1 		$1.28K Hold
50
– – ﹤0.01% 821
2025
Q4 		$2.19K Hold
50
– – ﹤0.01% 740
2025
Q3 		$2.54K Hold
50
– – ﹤0.01% 693
2025
Q2 		$3.23K Hold
50
– – ﹤0.01% 647
2025
Q1 		$2.3K Sell
50
-1
-2% -$62 ﹤0.01% 709
2024
Q4 		$3.14K Hold
51
– – ﹤0.01% 692
2024
Q3 		$2.04K Buy
51
+1
+2% +$33 ﹤0.01% 764
2024
Q2 		$1.18K Hold
50
– – ﹤0.01% 810
2024
Q1 		$1.34K Hold
50
– – ﹤0.01% 833
2023
Q4 		$2.04K Hold
50
– – ﹤0.01% 734
2023
Q3 		$1.43K Hold
50
– – ﹤0.01% 811
2023
Q2 		$1.79K Hold
50
– – ﹤0.01% 784
2023
Q1 		$795 Buy
50
+16
+47% +$269 ﹤0.01% 921
2022
Q4 		$449 Buy
34
+20
+143% +$386 ﹤0.01% 1077
2022
Q3 		$0 Hold
14
– – ﹤0.01% 1077
2022
Q2 		$0 Hold
14
– – ﹤0.01% 1079
2022
Q1 		$2K Hold
14
– – ﹤0.01% 820
2021
Q4 		$2K Hold
14
– – ﹤0.01% 841
2021
Q3 		$4K Buy
14
+8
+133% +$1.58K ﹤0.01% 702
2021
Q2 		$1K Buy
+6
New +$738 ﹤0.01% 934

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

Prestige Wealth Management Group's UPST Position: Q2 2026 in Review

Prestige Wealth Management Group held its Upstart Holdings (UPST) position steady in Q2 2026 at 50 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Prestige Wealth Management Group first reported a position in UPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $4K in Q3 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Prestige Wealth Management Group held 50 shares of Upstart Holdings worth $1.77K as of Q2 2026.
  • Prestige Wealth Management Group left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #789 holding.
  • Prestige Wealth Management Group first reported a position in Upstart Holdings in Q2 2021 and has held it in 21 quarters since.
  • Prestige Wealth Management Group's Upstart Holdings position peaked at $4K in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.