Addison Advisors’s Upstart Holdings UPST Stock Holding History

Addison 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	$142	Hold	4	–	–	﹤0.01%	679
2026 Q1	$103	Hold	4	–	–	﹤0.01%	964
2025 Q4	$175	Hold	4	–	–	﹤0.01%	881
2025 Q3	$204	Hold	4	–	–	﹤0.01%	870
2025 Q2	$259	Hold	4	–	–	﹤0.01%	855
2025 Q1	$185	Hold	4	–	–	﹤0.01%	819
2024 Q4	$247	Hold	4	–	–	﹤0.01%	820
2024 Q3	$161	Hold	4	–	–	﹤0.01%	820
2024 Q2	$95	Hold	4	–	–	﹤0.01%	762
2024 Q1	$108	Hold	4	–	–	﹤0.01%	687
2023 Q4	$164	Hold	4	–	–	﹤0.01%	691
2023 Q3	$115	Buy	+4	New	+$161	﹤0.01%	667

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

Addison Advisors's UPST Position: Q2 2026 in Review

Addison Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 4 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Addison Advisors first reported a position in UPST in Q3 2023 and has held it in 12 quarters since. The position peaked at $259 in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Addison Advisors held 4 shares of Upstart Holdings worth $142 as of Q2 2026.
Addison Advisors left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #679 holding.
Addison Advisors first reported a position in Upstart Holdings in Q3 2023 and has held it in 12 quarters since.
Addison Advisors's Upstart Holdings position peaked at $259 in Q2 2025.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.