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Bell Investment Advisors’s Upstart Holdings UPST Stock Holding History

Bell Investment Advisors’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 		$1.03K Hold
29
– – ﹤0.01% 1525
2026
Q1 		$744 Sell
29
-11
-28% -$387 ﹤0.01% 1622
2025
Q4 		$1.75K Hold
40
– – ﹤0.01% 1389
2025
Q3 		$2.03K Hold
40
– – ﹤0.01% 1325
2025
Q2 		$2.59K Hold
40
– – ﹤0.01% 1267
2025
Q1 		$1.84K Buy
40
+11
+38% +$684 ﹤0.01% 1334
2024
Q4 		$1.79K Hold
29
– – ﹤0.01% 1383
2024
Q3 		$1.16K Hold
29
– – ﹤0.01% 1549
2024
Q2 		$685 Hold
29
– – ﹤0.01% 1713
2024
Q1 		$780 Hold
29
– – ﹤0.01% 1673
2023
Q4 		$1.19K Sell
29
-49
-63% -$1.49K ﹤0.01% 1537
2023
Q3 		$2.23K Sell
78
-29
-27% -$1.17K ﹤0.01% 1216
2023
Q2 		$3.83K Sell
107
-38
-26% -$874 ﹤0.01% 955
2023
Q1 		$2.31K Buy
145
+41
+39% +$690 ﹤0.01% 1188
2022
Q4 		$1.38K Sell
104
-23
-18% -$444 ﹤0.01% 1460
2022
Q3 		$3K Buy
127
+101
+388% +$2.72K ﹤0.01% 989
2022
Q2 		$1K Buy
+26
New +$1.55K ﹤0.01% 1639
2021
Q4 		$2K Sell
13
-1
-7% -$250 ﹤0.01% 1247
2021
Q3 		$4K Buy
+14
New +$2.76K ﹤0.01% 837

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

Bell Investment Advisors's UPST Position: Q2 2026 in Review

Bell Investment Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 29 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Bell Investment Advisors first reported a position in UPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $4K in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Bell Investment Advisors held 29 shares of Upstart Holdings worth $1.03K as of Q2 2026.
  • Bell Investment Advisors left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1525 holding.
  • Bell Investment Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Upstart Holdings position peaked at $4K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.