HDIM
UPST icon

Hanson & Doremus Investment Management’s Upstart Holdings UPST Stock Holding History

Hanson & Doremus Investment 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
Q2 		– Sell
-125
Closed -$3K – 538
2026
Q1 		$3K Buy
+125
New +$4.4K ﹤0.01% 505

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 $3.38T AUM 44.17% 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

Hanson & Doremus Investment Management's UPST Position: Q2 2026 in Review

Hanson & Doremus Investment Management sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 125 shares — an estimated $3K sold.

Hanson & Doremus Investment Management first reported a position in UPST in Q1 2026 and held it in 1 quarter. The position peaked at $3K in Q1 2026. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Hanson & Doremus Investment Management reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 125 Upstart Holdings shares in Q2 2026, an estimated $3K.
  • Hanson & Doremus Investment Management first reported a position in Upstart Holdings in Q1 2026 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's Upstart Holdings position peaked at $3K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.