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Planning Strategies Inc.’s Upstart Holdings UPST Stock Holding History

Planning Strategies Inc.’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 		$283 Buy
+8
New +$247 ﹤0.01% 955

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM

Planning Strategies Inc.'s UPST Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Upstart Holdings (UPST) in Q2 2026: 8 shares worth $283. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings.

83 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Planning Strategies Inc. held 8 shares of Upstart Holdings worth $283 as of Q2 2026.
  • Upstart Holdings was a new Planning Strategies Inc. position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #955 holding.
  • 83 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.