Asset Management One
UPST icon

Asset Management One’s Upstart Holdings UPST Stock Holding History

Asset Management One’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 		$47.6K Sell
1,344
-459
-25% -$14.1K ﹤0.01% 926
2026
Q1 		$46.2K Buy
1,803
+39
+2% +$1.37K ﹤0.01% 895
2025
Q4 		$82.1K Sell
1,764
-97
-5% -$4.47K ﹤0.01% 922
2025
Q3 		$94.5K Sell
1,861
-82
-4% -$5.77K ﹤0.01% 918
2025
Q2 		$126K Sell
1,943
-67
-3% -$3.29K ﹤0.01% 899
2025
Q1 		$92.5K Buy
2,010
+836
+71% +$52K ﹤0.01% 924
2024
Q4 		$79.8K Sell
1,174
-332
-22% -$20.7K ﹤0.01% 919
2024
Q3 		$60.3K Sell
1,506
-801
-35% -$26.6K ﹤0.01% 925
2024
Q2 		$54.4K Sell
2,307
-3
-0.1% -$72 ﹤0.01% 925
2024
Q1 		$62.1K Buy
2,310
+976
+73% +$28.9K ﹤0.01% 939
2023
Q4 		$58.9K Sell
1,334
-497
-27% -$15.1K ﹤0.01% 951
2023
Q3 		$52.3K Buy
1,831
+279
+18% +$11.2K ﹤0.01% 961
2023
Q2 		$55.6K Sell
1,552
-1,807
-54% -$41.6K ﹤0.01% 966
2023
Q1 		$53.4K Sell
3,359
-415
-11% -$6.98K ﹤0.01% 973
2022
Q4 		$49.7K Buy
3,774
+1,472
+64% +$28.4K ﹤0.01% 974
2022
Q3 		$47K Sell
2,302
-15,482
-87% -$416K ﹤0.01% 986
2022
Q2 		$562K Buy
17,784
+2,989
+20% +$178K ﹤0.01% 888
2022
Q1 		$1.61M Buy
14,795
+5,924
+67% +$683K 0.01% 810
2021
Q4 		$1.31M Buy
+8,871
New +$2.22M ﹤0.01% 840

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

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

Asset Management One reduced its Upstart Holdings (UPST) stake by 25% in Q2 2026, selling an estimated $14.1K and leaving 1,344 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Asset Management One first reported a position in UPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q1 2022. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Asset Management One held 1,344 shares of Upstart Holdings worth $47.6K as of Q2 2026.
  • Asset Management One sold 459 Upstart Holdings shares in Q2 2026, an estimated $14.1K.
  • Upstart Holdings made up ﹤0.01% of Asset Management One's portfolio in Q2 2026, its #926 holding.
  • Asset Management One first reported a position in Upstart Holdings in Q4 2021 and has held it in 19 quarters since.
  • Asset Management One's Upstart Holdings position peaked at $1.61M in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.