Asset Dedication LLC’s Upstart Holdings UPST Stock Holding History

Asset Dedication LLC’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	$284	Hold	8	–	–	﹤0.01%	1190
2026 Q1	$206	Hold	8	–	–	﹤0.01%	1082
2025 Q4	$350	Hold	8	–	–	﹤0.01%	1098
2025 Q3	$407	Hold	8	–	–	﹤0.01%	1106
2025 Q2	$518	Hold	8	–	–	﹤0.01%	1126
2025 Q1	$369	Buy	+8	New	+$497	﹤0.01%	1077
2023 Q4	–	Sell	-8	Closed	–	–	1062
2023 Q3	$0	Hold	8	–	–	﹤0.01%	1065
2023 Q2	$0	Buy	+8	New	+$184	﹤0.01%	1041
2022 Q2	–	Sell	-5	Closed	-$1K	–	969
2022 Q1	$1K	Buy	+5	New	+$576	﹤0.01%	959
2021 Q4	–	Sell	-180	Closed	-$58K	–	1039
2021 Q3	$58K	Buy	180 +5	+3%	+$986	0.01%	388
2021 Q2	$21K	Buy	+175	New	+$21.5K	﹤0.01%	522

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

Asset Dedication LLC's UPST Position: Q2 2026 in Review

Asset Dedication LLC held its Upstart Holdings (UPST) position steady in Q2 2026 at 8 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Asset Dedication LLC first reported a position in UPST in Q2 2021 and has held it in 11 quarters since. The position peaked at $58K in Q3 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Asset Dedication LLC held 8 shares of Upstart Holdings worth $284 as of Q2 2026.
Asset Dedication LLC left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1190 holding.
Asset Dedication LLC first reported a position in Upstart Holdings in Q2 2021 and has held it in 11 quarters since.
Asset Dedication LLC's Upstart Holdings position peaked at $58K in Q3 2021.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.