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Strategic Wealth Partners’s Upstart Holdings UPST Stock Holding History

Strategic Wealth Partners’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 		$35 Hold
1
– – ﹤0.01% 1419
2026
Q1 		$26 Sell
1
-10
-91% -$352 ﹤0.01% 1438
2025
Q4 		$481 Buy
11
+1
+10% +$46 ﹤0.01% 1339
2025
Q3 		$508 Hold
10
– – ﹤0.01% 1253
2025
Q2 		$647 Buy
+10
New +$490 ﹤0.01% 1071

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

Strategic Wealth Partners's UPST Position: Q2 2026 in Review

Strategic Wealth Partners held its Upstart Holdings (UPST) position steady in Q2 2026 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Strategic Wealth Partners first reported a position in UPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $647 in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Strategic Wealth Partners held 1 share of Upstart Holdings worth $35 as of Q2 2026.
  • Strategic Wealth Partners left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1419 holding.
  • Strategic Wealth Partners first reported a position in Upstart Holdings in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Upstart Holdings position peaked at $647 in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.