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Advisors Asset Management’s Upstart Holdings UPST Stock Holding History

Advisors Asset Management’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
-11,486
Closed -$295K – 1494
2026
Q1 		$295K Sell
11,486
-1,730
-13% -$60.9K ﹤0.01% 1086
2025
Q4 		$578K Sell
13,216
-104
-0.8% -$4.79K 0.01% 912
2025
Q3 		$677K Sell
13,320
-180
-1% -$12.7K 0.01% 902
2025
Q2 		$873K Buy
13,500
+520
+4% +$25.5K 0.02% 807
2025
Q1 		$597K Buy
12,980
+11,460
+754% +$712K 0.01% 895
2024
Q4 		$93.6K Buy
+1,520
New +$94.8K ﹤0.01% 1235
2023
Q4 		– Sell
-371
Closed -$10.6K – 1445
2023
Q3 		$10.6K Sell
371
-252
-40% -$10.1K ﹤0.01% 1383
2023
Q2 		$22.3K Sell
623
-375
-38% -$8.63K ﹤0.01% 1363
2023
Q1 		$15.9K Sell
998
-48
-5% -$808 ﹤0.01% 1395
2022
Q4 		$13.8K Sell
1,046
-4,097
-80% -$79.2K ﹤0.01% 1443
2022
Q3 		$107K Buy
5,143
+366
+8% +$9.84K ﹤0.01% 1249
2022
Q2 		$151K Buy
4,777
+193
+4% +$11.5K ﹤0.01% 1217
2022
Q1 		$500K Buy
4,584
+365
+9% +$42.1K 0.01% 1011
2021
Q4 		$638K Buy
4,219
+1,514
+56% +$378K 0.01% 938
2021
Q3 		$856K Buy
+2,705
New +$534K 0.01% 867

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

Advisors Asset Management's UPST Position: Q2 2026 in Review

Advisors Asset Management sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 11,486 shares — an estimated $295K sold.

Advisors Asset Management first reported a position in UPST in Q3 2021 and held it in 15 quarters. The position peaked at $873K in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Advisors Asset Management reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Advisors Asset Management sold 11,486 Upstart Holdings shares in Q2 2026, an estimated $295K.
  • Advisors Asset Management first reported a position in Upstart Holdings in Q3 2021 and held it in 15 quarters.
  • Advisors Asset Management's Upstart Holdings position peaked at $873K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.