Ameriprise
UPST icon

Ameriprise’s Upstart Holdings UPST Stock Holding History

Ameriprise’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 		$1.43M Buy
40,369
+20,588
+104% +$634K ﹤0.01% 3247
2026
Q1 		$507K Sell
19,781
-17,927
-48% -$631K ﹤0.01% 3585
2025
Q4 		$1.65M Sell
37,708
-10,939
-22% -$504K ﹤0.01% 3102
2025
Q3 		$2.47M Sell
48,647
-4,146
-8% -$292K ﹤0.01% 2901
2025
Q2 		$3.41M Sell
52,793
-6,336
-11% -$311K ﹤0.01% 2640
2025
Q1 		$2.72M Sell
59,129
-5,148
-8% -$320K ﹤0.01% 2721
2024
Q4 		$3.96M Buy
64,277
+48,427
+306% +$3.02M ﹤0.01% 2516
2024
Q3 		$634K Sell
15,850
-1,621
-9% -$53.9K ﹤0.01% 3403
2024
Q2 		$412K Buy
17,471
+193
+1% +$4.66K ﹤0.01% 3484
2024
Q1 		$465K Sell
17,278
-4,885
-22% -$144K ﹤0.01% 3442
2023
Q4 		$906K Sell
22,163
-10,772
-33% -$328K ﹤0.01% 3222
2023
Q3 		$940K Sell
32,935
-3,213
-9% -$129K ﹤0.01% 3172
2023
Q2 		$1.29M Buy
36,148
+5,365
+17% +$123K ﹤0.01% 3068
2023
Q1 		$489K Buy
30,783
+2,384
+8% +$40.1K ﹤0.01% 3437
2022
Q4 		$368K Buy
28,399
+1,302
+5% +$25.2K ﹤0.01% 3516
2022
Q3 		$563K Sell
27,097
-34,694
-56% -$933K ﹤0.01% 3345
2022
Q2 		$1.92M Sell
61,791
-9,829
-14% -$585K ﹤0.01% 2826
2022
Q1 		$7.44M Buy
71,620
+26,940
+60% +$3.1M ﹤0.01% 2151
2021
Q4 		$6.79M Sell
44,680
-11,837
-21% -$2.96M ﹤0.01% 2251
2021
Q3 		$17.9M Sell
56,517
-439,191
-89% -$86.6M 0.01% 1347
2021
Q2 		$61.9M Sell
495,708
-280,445
-36% -$34.5M 0.02% 696
2021
Q1 		$100M Buy
776,153
+391,627
+102% +$30M 0.03% 508
2020
Q4 		$15.2M Buy
+384,526
New +$15.8M 0.01% 1436

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

Ameriprise's UPST Position: Q2 2026 in Review

Ameriprise increased its Upstart Holdings (UPST) stake by 104% in Q2 2026, buying an estimated $634K and bringing the position to 40,369 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Ameriprise first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $100M in Q1 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Ameriprise held 40,369 shares of Upstart Holdings worth $1.43M as of Q2 2026.
  • Ameriprise bought 20,588 Upstart Holdings shares in Q2 2026, an estimated $634K.
  • Upstart Holdings made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3247 holding.
  • Ameriprise first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Ameriprise's Upstart Holdings position peaked at $100M in Q1 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.