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Principia Wealth Advisory’s Upstart Holdings UPST Stock Holding History

Principia Wealth Advisory’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 		$71 Sell
2
-1
-33% -$31 ﹤0.01% 1045
2026
Q1 		$77 Buy
+3
New +$106 ﹤0.01% 1027

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

Principia Wealth Advisory's UPST Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Upstart Holdings (UPST) stake by 33% in Q2 2026, selling an estimated $31 and leaving 2 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Principia Wealth Advisory first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. The position peaked at $77 in Q1 2026. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Upstart Holdings worth $71 as of Q2 2026.
  • Principia Wealth Advisory sold 1 Upstart Holdings share in Q2 2026, an estimated $31.
  • Upstart Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1045 holding.
  • Principia Wealth Advisory first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Upstart Holdings position peaked at $77 in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.