Back to UPST
Holos Integrated Wealth LLC → UPST
Holos Integrated Wealth LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
4
Latest value
$27K
Q3 2026
Peak value
$94K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $94K |
| Q1 2026 | $54K |
| Q2 2026 | $67K |
| Q3 2026 | $27K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27K | 1.1K | — | — |
| Q2 2026 | $67K | 2.0K | — | — |
| Q1 2026 | $54K | 2.0K | — | — |
| Q4 2025 | $94K | 2.0K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond