Sound Income Strategies’s Upstart Holdings UPST Stock Holding History

Sound Income Strategies’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	–	Sell	-200	Closed	-$5.07K	–	2286
2026 Q1	$5.07K	Hold	200	–	–	﹤0.01%	1817
2025 Q4	$9.62K	Buy	+200	New	+$9.21K	﹤0.01%	1490
2025 Q3	–	Sell	-10	Closed	-$647	–	1824
2025 Q2	$647	Hold	10	–	–	﹤0.01%	1424
2025 Q1	$460	Sell	10 -20	-67%	-$1.24K	﹤0.01%	1423
2024 Q4	$1.85K	Sell	30 -30	-50%	-$1.87K	﹤0.01%	1180
2024 Q3	$2.4K	Hold	60	–	–	﹤0.01%	1098
2024 Q2	$1.42K	Hold	60	–	–	﹤0.01%	1153
2024 Q1	$1.61K	Hold	60	–	–	﹤0.01%	1099
2023 Q4	$2.45K	Buy	+60	New	+$1.83K	﹤0.01%	1021
2023 Q3	–	Sell	-20	Closed	-$716	–	1229
2023 Q2	$716	Buy	+20	New	+$460	﹤0.01%	1010

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Sound Income Strategies's UPST Position: Q2 2026 in Review

Sound Income Strategies sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 200 shares — an estimated $5.07K sold.

Sound Income Strategies first reported a position in UPST in Q2 2023 and held it in 10 quarters. The position peaked at $9.62K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Sound Income Strategies reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 200 Upstart Holdings shares in Q2 2026, an estimated $5.07K.
Sound Income Strategies first reported a position in Upstart Holdings in Q2 2023 and held it in 10 quarters.
Sound Income Strategies's Upstart Holdings position peaked at $9.62K in Q4 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.