Retirement Wealth Solutions
UPST icon

Retirement Wealth Solutions’s Upstart Holdings UPST Stock Holding History

Retirement Wealth Solutions’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
Q3 		$782 Buy
34
+5
+17% +$143 ﹤0.01% 786
2026
Q2 		$1.03K Buy
29
+14
+93% +$431 ﹤0.01% 639
2026
Q1 		$385 Sell
15
-5
-25% -$176 ﹤0.01% 751
2025
Q4 		$875 Buy
20
+5
+33% +$230 ﹤0.01% 602
2025
Q3 		$762 Buy
+15
New +$1.06K ﹤0.01% 621

Other funds holding UPST

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Retirement Wealth Solutions's UPST Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Upstart Holdings (UPST) stake by 17% in Q3 2026, buying an estimated $143 and bringing the position to 34 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Retirement Wealth Solutions first reported a position in UPST in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.03K in Q2 2026. 50 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Retirement Wealth Solutions held 34 shares of Upstart Holdings worth $782 as of Q3 2026.
  • Retirement Wealth Solutions bought 5 Upstart Holdings shares in Q3 2026, an estimated $143.
  • Upstart Holdings made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #786 holding.
  • Retirement Wealth Solutions first reported a position in Upstart Holdings in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Upstart Holdings position peaked at $1.03K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.