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Campbell Newman Asset Management’s Upstart Holdings UPST Stock Holding History

Campbell Newman Asset Management’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
Q1 		– Sell
-21,045
Closed -$920K – 114
2025
Q4 		$920K Sell
21,045
-898
-4% -$41.3K 0.07% 95
2025
Q3 		$1.11M Buy
+21,943
New +$1.54M 0.08% 91

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Campbell Newman Asset Management's UPST Position: Q1 2026 in Review

Campbell Newman Asset Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 21,045 shares — an estimated $920K sold.

Campbell Newman Asset Management first reported a position in UPST in Q3 2025 and held it in 2 quarters. The position peaked at $1.11M in Q3 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Campbell Newman Asset Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Campbell Newman Asset Management sold 21,045 Upstart Holdings shares in Q1 2026, an estimated $920K.
  • Campbell Newman Asset Management first reported a position in Upstart Holdings in Q3 2025 and held it in 2 quarters.
  • Campbell Newman Asset Management's Upstart Holdings position peaked at $1.11M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Campbell Newman Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.