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International Assets Investment Management’s Upstart Holdings UPST Stock Holding History

International Assets 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 		$1.01M Buy
28,120
+2,061
+8% +$63.5K 0.06% 288
2026
Q1 		$661K Buy
26,059
+5,755
+28% +$202K 0.05% 356
2025
Q4 		$888K Buy
20,304
+7,375
+57% +$340K 0.06% 282
2025
Q3 		$881K Hold
12,929
– – 0.07% 276
2025
Q2 		$836K Buy
12,929
+299
+2% +$14.7K 0.07% 290
2025
Q1 		$581K Buy
12,630
+7,076
+127% +$440K 0.05% 364
2024
Q4 		$338K Sell
5,554
-276
-5% -$17.2K 0.03% 531
2024
Q3 		$233K Buy
5,830
+260
+5% +$8.65K 0.02% 554
2024
Q2 		$131K Buy
+5,570
New +$134K 0.01% 858
2024
Q1 		– Sell
-8,070
Closed -$330K – 834
2023
Q4 		$330K Sell
8,070
-1,007
-11% -$30.7K 0.04% 447
2023
Q3 		$244K Buy
9,077
+1,910
+27% +$76.8K 0.03% 439
2023
Q2 		$257K Sell
7,167
-1,400
-16% -$32.2K 0.03% 431
2023
Q1 		$136K Sell
8,567
-5,454
-39% -$91.8K 0.02% 547
2022
Q4 		$185K Buy
+14,021
New +$271K 0.02% 629

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

International Assets Investment Management's UPST Position: Q2 2026 in Review

International Assets Investment Management increased its Upstart Holdings (UPST) stake by 7.9% in Q2 2026, buying an estimated $63.5K and bringing the position to 28,120 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #288.

International Assets Investment Management first reported a position in UPST in Q4 2022 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • International Assets Investment Management held 28,120 shares of Upstart Holdings worth $1.01M as of Q2 2026.
  • International Assets Investment Management bought 2,061 Upstart Holdings shares in Q2 2026, an estimated $63.5K.
  • Upstart Holdings made up 0.06% of International Assets Investment Management's portfolio in Q2 2026, its #288 holding.
  • International Assets Investment Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 14 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.