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
Q3 		$41.2K Buy
1,790
+446
+33% +$12.8K ﹤0.01% 925
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% -$3.28K ﹤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

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Asset Management One's UPST Position: Q3 2026 in Review

Asset Management One increased its Upstart Holdings (UPST) stake by 33% in Q3 2026, buying an estimated $12.8K and bringing the position to 1,790 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Asset Management One first reported a position in UPST in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.61M in Q1 2022. 82 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Asset Management One held 1,790 shares of Upstart Holdings worth $41.2K as of Q3 2026.
  • Asset Management One bought 446 Upstart Holdings shares in Q3 2026, an estimated $12.8K.
  • Upstart Holdings made up ﹤0.01% of Asset Management One's portfolio in Q3 2026, its #925 holding.
  • Asset Management One first reported a position in Upstart Holdings in Q4 2021 and has held it in 20 quarters since.
  • Asset Management One's Upstart Holdings position peaked at $1.61M in Q1 2022.
  • 82 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.