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Advisornet Financial’s Upstart Holdings UPST Stock Holding History

Advisornet Financial’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 		$5.49K Hold
155
– – ﹤0.01% 1743
2026
Q1 		$3.98K Buy
155
+5
+3% +$176 ﹤0.01% 1786
2025
Q4 		$6.56K Sell
150
-5,000
-97% -$230K ﹤0.01% 1671
2025
Q3 		$262K Hold
5,150
– – 0.01% 518
2025
Q2 		$333K Hold
5,150
– – 0.02% 453
2025
Q1 		$237K Sell
5,150
-15
-0.3% -$932 0.02% 507
2024
Q4 		$318K Hold
5,165
– – 0.03% 402
2024
Q3 		$207K Hold
5,165
– – 0.02% 513
2024
Q2 		$122K Hold
5,165
– – 0.01% 585
2024
Q1 		$139K Hold
5,165
– – 0.01% 546
2023
Q4 		$211K Buy
5,165
+1,000
+24% +$30.4K 0.02% 460
2023
Q3 		$119K Buy
4,165
+1,000
+32% +$40.2K 0.01% 572
2023
Q2 		$113K Sell
3,165
-22
-0.7% -$506 0.01% 616
2023
Q1 		$50.6K Hold
3,187
– – ﹤0.01% 796
2022
Q4 		$42.1K Sell
3,187
-455
-12% -$8.79K ﹤0.01% 835
2022
Q3 		$76K Buy
3,642
+895
+33% +$24.1K 0.01% 731
2022
Q2 		$87K Buy
2,747
+1,680
+157% +$100K 0.01% 712
2022
Q1 		$116K Buy
1,067
+1,052
+7,013% +$121K 0.01% 702
2021
Q4 		$2K Buy
+15
New +$3.75K ﹤0.01% 1858

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 $3.38T AUM 44.17% 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

Advisornet Financial's UPST Position: Q2 2026 in Review

Advisornet Financial held its Upstart Holdings (UPST) position steady in Q2 2026 at 155 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Advisornet Financial first reported a position in UPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $333K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Advisornet Financial held 155 shares of Upstart Holdings worth $5.49K as of Q2 2026.
  • Advisornet Financial left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1743 holding.
  • Advisornet Financial first reported a position in Upstart Holdings in Q4 2021 and has held it in 19 quarters since.
  • Advisornet Financial's Upstart Holdings position peaked at $333K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.