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Continuum Advisory’s Upstart Holdings UPST Stock Holding History

Continuum Advisory’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 		$35 Buy
+1
New +$31 ﹤0.01% 1974
2025
Q2 		– Sell
-54
Closed -$2.49K – 1502
2025
Q1 		$2.49K Buy
54
+7
+15% +$435 ﹤0.01% 1280
2024
Q4 		$2.89K Buy
47
+46
+4,600% +$2.87K ﹤0.01% 1305
2024
Q3 		$67 Hold
1
– – ﹤0.01% 1888
2024
Q2 		$24 Hold
1
– – ﹤0.01% 1698
2024
Q1 		$26 Buy
+1
New +$30 ﹤0.01% 1693

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

Continuum Advisory's UPST Position: Q2 2026 in Review

Continuum Advisory opened a new position in Upstart Holdings (UPST) in Q2 2026: 1 share worth $35. The stake represents ﹤0.01% of the portfolio and ranks #1974 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in UPST as recently as Q1 2025.

Continuum Advisory first reported a position in UPST in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.89K in Q4 2024. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Continuum Advisory held 1 share of Upstart Holdings worth $35 as of Q2 2026.
  • Upstart Holdings was a new Continuum Advisory position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1974 holding.
  • Continuum Advisory first reported a position in Upstart Holdings in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Upstart Holdings position peaked at $2.89K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.