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Sawyer & Company’s Upstart Holdings UPST Stock Holding History

Sawyer & Company’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 		$602 Hold
17
– – ﹤0.01% 201
2026
Q1 		$436 Hold
17
– – ﹤0.01% 196
2025
Q4 		$743 Hold
17
– – ﹤0.01% 201
2025
Q3 		$1K Hold
17
– – ﹤0.01% 186
2025
Q2 		$602 Hold
17
– – ﹤0.01% 201
2025
Q1 		$1K Hold
17
– – ﹤0.01% 175
2024
Q4 		$1K Hold
17
– – ﹤0.01% 173
2024
Q3 		$1K Hold
17
– – ﹤0.01% 191
2024
Q2 		$0 Hold
17
– – ﹤0.01% 183
2024
Q1 		$457 Hold
17
– – ﹤0.01% 170
2023
Q4 		$1K Hold
17
– – ﹤0.01% 179
2023
Q3 		$0 Buy
+17
New +$683 ﹤0.01% 201

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Sawyer & Company's UPST Position: Q2 2026 in Review

Sawyer & Company held its Upstart Holdings (UPST) position steady in Q2 2026 at 17 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Sawyer & Company first reported a position in UPST in Q3 2023 and has held it in 12 quarters since. The position peaked at $1K in Q3 2025. 106 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Sawyer & Company held 17 shares of Upstart Holdings worth $602 as of Q2 2026.
  • Sawyer & Company left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #201 holding.
  • Sawyer & Company first reported a position in Upstart Holdings in Q3 2023 and has held it in 12 quarters since.
  • Sawyer & Company's Upstart Holdings position peaked at $1K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.