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Carnegie Investment Counsel’s Upstart Holdings UPST Stock Holding History

Carnegie Investment Counsel’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
-238,163
Closed -$10.4M – 597
2025
Q4 		$10.4M Buy
+238,163
New +$11M 0.19% 135
2024
Q1 		– Sell
-171,558
Closed -$7.01M – 511
2023
Q4 		$7.01M Buy
171,558
+78,221
+84% +$2.38M 0.24% 107
2023
Q3 		$2.66M Buy
93,337
+82,370
+751% +$3.31M 0.1% 173
2023
Q2 		$393K Sell
10,967
-60,291
-85% -$1.39M 0.01% 384
2023
Q1 		$1.13M Sell
71,258
-35,503
-33% -$597K 0.05% 271
2022
Q4 		$1.41M Sell
106,761
-99,204
-48% -$1.92M 0.06% 238
2022
Q3 		$4.28M Buy
205,965
+20,540
+11% +$552K 0.2% 126
2022
Q2 		$5.86M Buy
185,425
+2,084
+1% +$124K 0.26% 103
2022
Q1 		$20M Buy
183,341
+38,246
+26% +$4.41M 0.73% 37
2021
Q4 		$22M Buy
145,095
+45,354
+45% +$11.3M 0.72% 39
2021
Q3 		$31.6M Buy
99,741
+10,271
+11% +$2.03M 1.19% 15
2021
Q2 		$11.2M Sell
89,470
-1,855
-2% -$228K 0.42% 76
2021
Q1 		$11.8M Buy
+91,325
New +$7M 0.49% 63

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Carnegie Investment Counsel's UPST Position: Q1 2026 in Review

Carnegie Investment Counsel sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 238,163 shares — an estimated $10.4M sold.

Carnegie Investment Counsel first reported a position in UPST in Q1 2021 and held it in 13 quarters. The position peaked at $31.6M in Q3 2021. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Carnegie Investment Counsel reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Carnegie Investment Counsel sold 238,163 Upstart Holdings shares in Q1 2026, an estimated $10.4M.
  • Carnegie Investment Counsel first reported a position in Upstart Holdings in Q1 2021 and held it in 13 quarters.
  • Carnegie Investment Counsel's Upstart Holdings position peaked at $31.6M in Q3 2021.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Carnegie Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.