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Spire Wealth Management’s Upstart Holdings UPST Stock Holding History

Spire 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 		$3.54K Buy
+100
New +$3.08K ﹤0.01% 1890
2025
Q1 		– Sell
-15
Closed -$924 – 2580
2024
Q4 		$924 Buy
+15
New +$935 ﹤0.01% 2383
2024
Q3 		– Sell
-55
Closed -$1.3K – 2273
2024
Q2 		$1.3K Sell
55
-41
-43% -$989 ﹤0.01% 2080
2024
Q1 		$2.58K Sell
96
-71
-43% -$2.1K ﹤0.01% 2046
2023
Q4 		$5.46K Sell
167
-50
-23% -$1.52K ﹤0.01% 1933
2023
Q3 		$6.2K Sell
217
-2,130
-91% -$85.6K ﹤0.01% 1877
2023
Q2 		$84K Buy
2,347
+788
+51% +$18.1K ﹤0.01% 1022
2023
Q1 		$24.8K Buy
1,559
+284
+22% +$4.78K ﹤0.01% 1534
2022
Q4 		$17K Buy
1,275
+75
+6% +$1.45K ﹤0.01% 1442
2022
Q3 		$25K Sell
1,200
-375
-24% -$10.1K ﹤0.01% 1241
2022
Q2 		$50K Sell
1,575
-682
-30% -$40.6K ﹤0.01% 1293
2022
Q1 		$246K Buy
2,257
+778
+53% +$89.6K 0.01% 803
2021
Q4 		$245K Buy
1,479
+537
+57% +$134K 0.01% 1007
2021
Q3 		$534K Buy
942
+556
+144% +$110K 0.01% 568
2021
Q2 		$48K Buy
386
+186
+93% +$22.9K ﹤0.01% 1503
2021
Q1 		$26K Buy
+200
New +$15.3K ﹤0.01% 2052

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

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

Spire Wealth Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 100 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #1890 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in UPST as recently as Q4 2024.

Spire Wealth Management first reported a position in UPST in Q1 2021 and has held it in 16 quarters since. The position peaked at $534K in Q3 2021. 32 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Spire Wealth Management held 100 shares of Upstart Holdings worth $3.54K as of Q2 2026.
  • Upstart Holdings was a new Spire Wealth Management position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1890 holding.
  • Spire Wealth Management first reported a position in Upstart Holdings in Q1 2021 and has held it in 16 quarters since.
  • Spire Wealth Management's Upstart Holdings position peaked at $534K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.