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Clearstead Advisors’s Upstart Holdings UPST Stock Holding History

Clearstead 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 		$89K Buy
2,513
+1,013
+68% +$31.2K ﹤0.01% 1326
2026
Q1 		$38.5K Hold
1,500
– – ﹤0.01% 1328
2025
Q4 		$65.6K Buy
1,500
+1,000
+200% +$46K ﹤0.01% 1286
2025
Q3 		$25.4K Buy
+500
New +$35.2K ﹤0.01% 1537
2025
Q2 		– Sell
-35
Closed -$1.61K – 2884
2025
Q1 		$1.61K Sell
35
-6
-15% -$373 ﹤0.01% 1932
2024
Q4 		$2.52K Buy
41
+6
+17% +$374 ﹤0.01% 1817
2024
Q3 		$1.4K Hold
35
– – ﹤0.01% 1871
2024
Q2 		$826 Hold
35
– – ﹤0.01% 1912
2024
Q1 		$961 Hold
35
– – ﹤0.01% 1405
2023
Q4 		$1.43K Hold
35
– – ﹤0.01% 1343
2023
Q3 		$999 Hold
35
– – ﹤0.01% 1362
2023
Q2 		$1.25K Sell
35
-2
-5% -$46 ﹤0.01% 1223
2023
Q1 		$588 Hold
37
– – ﹤0.01% 1287
2022
Q4 		$489 Hold
37
– – ﹤0.01% 1233
2022
Q3 		$1K Hold
37
– – ﹤0.01% 1208
2022
Q2 		$1K Buy
37
+10
+37% +$596 ﹤0.01% 1235
2022
Q1 		$3K Sell
27
-53
-66% -$6.11K ﹤0.01% 1168
2021
Q4 		$12K Buy
80
+53
+196% +$13.2K ﹤0.01% 914
2021
Q3 		$9K Buy
27
+16
+145% +$3.16K ﹤0.01% 962
2021
Q2 		$1K Buy
+11
New +$1.35K ﹤0.01% 1207

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

Clearstead Advisors's UPST Position: Q2 2026 in Review

Clearstead Advisors increased its Upstart Holdings (UPST) stake by 68% in Q2 2026, buying an estimated $31.2K and bringing the position to 2,513 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Clearstead Advisors first reported a position in UPST in Q2 2021 and has held it in 20 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Clearstead Advisors held 2,513 shares of Upstart Holdings worth $89K as of Q2 2026.
  • Clearstead Advisors bought 1,013 Upstart Holdings shares in Q2 2026, an estimated $31.2K.
  • Upstart Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1326 holding.
  • Clearstead Advisors first reported a position in Upstart Holdings in Q2 2021 and has held it in 20 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.