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Twin Peaks Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Twin Peaks Wealth Advisors’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
-2,605
Closed -$66.8K – 2089
2026
Q1 		$66.8K Buy
+2,605
New +$91.7K 0.02% 367
2025
Q3 		– Sell
-2,275
Closed -$144K – 2016
2025
Q2 		$144K Buy
+2,275
New +$112K 0.05% 189
2024
Q4 		– Sell
-5,333
Closed -$213K – 145
2024
Q3 		$213K Buy
+5,333
New +$177K 0.1% 127

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

Twin Peaks Wealth Advisors's UPST Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 2,605 shares — an estimated $66.8K sold.

Twin Peaks Wealth Advisors first reported a position in UPST in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q3 2024. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2,605 Upstart Holdings shares in Q2 2026, an estimated $66.8K.
  • Twin Peaks Wealth Advisors first reported a position in Upstart Holdings in Q3 2024 and held it in 3 quarters.
  • Twin Peaks Wealth Advisors's Upstart Holdings position peaked at $213K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.