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Advisory Services Network’s Upstart Holdings UPST Stock Holding History

Advisory Services Network’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 		$169K Buy
4,775
+121
+3% +$3.73K ﹤0.01% 2013
2026
Q1 		$119K Sell
4,654
-553
-11% -$19.5K ﹤0.01% 2097
2025
Q4 		$228K Sell
5,207
-268
-5% -$12.3K ﹤0.01% 1634
2025
Q3 		$278K Buy
5,475
+76
+1% +$5.35K ﹤0.01% 1511
2025
Q2 		$441K Buy
5,399
+272
+5% +$13.3K 0.01% 1217
2025
Q1 		$236K Buy
5,127
+573
+13% +$35.6K ﹤0.01% 1432
2024
Q4 		$280K Sell
4,554
-7,858
-63% -$490K 0.01% 1327
2024
Q3 		$293K Hold
12,412
– – 0.01% 1217
2024
Q2 		$293K Sell
12,412
-138
-1% -$3.33K 0.01% 1217
2024
Q1 		$337K Sell
12,550
-77
-0.6% -$2.28K 0.01% 1102
2023
Q4 		$516K Sell
12,627
-36,494
-74% -$1.11M 0.01% 892
2023
Q3 		$1.4M Buy
+49,121
New +$1.97M 0.04% 528
2023
Q2 		– Sell
-37,461
Closed -$595K – 3546
2023
Q1 		$595K Buy
37,461
+16,818
+81% +$283K 0.02% 827
2022
Q4 		$273K Sell
20,643
-22,984
-53% -$444K 0.01% 1125
2022
Q3 		$907K Buy
43,627
+6,443
+17% +$173K 0.03% 573
2022
Q2 		$1.18M Buy
37,184
+17,086
+85% +$1.02M 0.04% 512
2022
Q1 		$2.19M Buy
20,098
+7,825
+64% +$902K 0.06% 376
2021
Q4 		$1.86M Buy
12,273
+4,033
+49% +$1.01M 0.05% 421
2021
Q3 		$2.61M Buy
8,240
+1,835
+29% +$362K 0.08% 304
2021
Q2 		$800K Buy
+6,405
New +$788K 0.03% 689

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

Advisory Services Network's UPST Position: Q2 2026 in Review

Advisory Services Network increased its Upstart Holdings (UPST) stake by 2.6% in Q2 2026, buying an estimated $3.73K and bringing the position to 4,775 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Advisory Services Network first reported a position in UPST in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.61M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Advisory Services Network held 4,775 shares of Upstart Holdings worth $169K as of Q2 2026.
  • Advisory Services Network bought 121 Upstart Holdings shares in Q2 2026, an estimated $3.73K.
  • Upstart Holdings made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #2013 holding.
  • Advisory Services Network first reported a position in Upstart Holdings in Q2 2021 and has held it in 20 quarters since.
  • Advisory Services Network's Upstart Holdings position peaked at $2.61M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.