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SHP Wealth Management’s Upstart Holdings UPST Stock Holding History

SHP Wealth Management’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% 1720
2026
Q1 		$435 Hold
17
– – ﹤0.01% 1646
2025
Q4 		$743 Buy
+17
New +$783 ﹤0.01% 1300

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 $3.38T AUM 44.17% 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

SHP Wealth Management's UPST Position: Q2 2026 in Review

SHP Wealth Management 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 #1720.

SHP Wealth Management first reported a position in UPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $743 in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • SHP Wealth Management held 17 shares of Upstart Holdings worth $602 as of Q2 2026.
  • SHP Wealth Management left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1720 holding.
  • SHP Wealth Management first reported a position in Upstart Holdings in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Upstart Holdings position peaked at $743 in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.