True Wealth Design’s Upstart Holdings UPST Stock Holding History

True Wealth Design’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	$461	Hold	13	–	–	﹤0.01%	2228
2026 Q1	$334	Sell	13 -56	-81%	-$1.97K	﹤0.01%	2189
2025 Q4	$3.02K	Sell	69 -13	-16%	-$599	﹤0.01%	1291
2025 Q3	$4.17K	Hold	82	–	–	﹤0.01%	1152
2025 Q2	$5.3K	Buy	82 +23	+39%	+$1.13K	﹤0.01%	782
2025 Q1	$2.72K	Buy	59 +3	+5%	+$186	﹤0.01%	901
2024 Q4	$3.45K	Buy	56 +1	+2%	+$62	﹤0.01%	610
2024 Q3	$2.2K	Buy	+55	New	+$1.83K	﹤0.01%	762

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 $3.37T AUM 44.26% 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

True Wealth Design's UPST Position: Q2 2026 in Review

True Wealth Design held its Upstart Holdings (UPST) position steady in Q2 2026 at 13 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

True Wealth Design first reported a position in UPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.3K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

True Wealth Design held 13 shares of Upstart Holdings worth $461 as of Q2 2026.
True Wealth Design left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2228 holding.
True Wealth Design first reported a position in Upstart Holdings in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Upstart Holdings position peaked at $5.3K in Q2 2025.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.