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Steigerwald Gordon & Koch’s Upstart Holdings UPST Stock Holding History

Steigerwald Gordon & Koch’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 		$2.48K Hold
70
– – ﹤0.01% 670
2026
Q1 		$1.8K Hold
70
– – ﹤0.01% 697
2025
Q4 		$3.06K Hold
70
– – ﹤0.01% 754
2025
Q3 		$3.56K Buy
+70
New +$4.92K ﹤0.01% 675

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 $3.37T AUM 44.26% 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

Steigerwald Gordon & Koch's UPST Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Upstart Holdings (UPST) position steady in Q2 2026 at 70 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Steigerwald Gordon & Koch first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.56K in Q3 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Steigerwald Gordon & Koch held 70 shares of Upstart Holdings worth $2.48K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #670 holding.
  • Steigerwald Gordon & Koch first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Upstart Holdings position peaked at $3.56K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.