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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
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 +$1.05K ﹤0.01% 621

Other funds holding UPST

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Wealth Solutions's UPST Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Upstart Holdings (UPST) stake by 93% in Q2 2026, buying an estimated $431 and bringing the position to 29 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Retirement Wealth Solutions first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Retirement Wealth Solutions held 29 shares of Upstart Holdings worth $1.03K as of Q2 2026.
  • Retirement Wealth Solutions bought 14 Upstart Holdings shares in Q2 2026, an estimated $431.
  • Upstart Holdings made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #639 holding.
  • Retirement Wealth Solutions first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.