Centerpoint Advisors’s Upstart Holdings UPST Stock Holding History

Centerpoint 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	–	Sell	-75	Closed	-$2K	–	435
2026 Q1	$2K	Hold	75	–	–	﹤0.01%	371
2025 Q4	$3K	Buy	+75	New	+$3.45K	﹤0.01%	373

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Centerpoint Advisors's UPST Position: Q2 2026 in Review

Centerpoint Advisors sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 75 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in UPST in Q4 2025 and held it in 2 quarters. The position peaked at $3K in Q4 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Centerpoint Advisors reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
Centerpoint Advisors sold 75 Upstart Holdings shares in Q2 2026, an estimated $2K.
Centerpoint Advisors first reported a position in Upstart Holdings in Q4 2025 and held it in 2 quarters.
Centerpoint Advisors's Upstart Holdings position peaked at $3K in Q4 2025.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.