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McDonald Partners’s Upstart Holdings UPST Stock Holding History

McDonald Partners’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 		$213 Buy
+6
New +$185 ﹤0.01% 613
2022
Q1 		– Sell
-50
Closed -$7.57K – 669
2021
Q4 		$7.57K Buy
+50
New +$12.5K 0.01% 210

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

McDonald Partners's UPST Position: Q2 2026 in Review

McDonald Partners opened a new position in Upstart Holdings (UPST) in Q2 2026: 6 shares worth $213. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: McDonald Partners previously reported a position in UPST as recently as Q4 2021.

McDonald Partners first reported a position in UPST in Q4 2021 and has held it in 2 quarters since. The position peaked at $7.57K in Q4 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • McDonald Partners held 6 shares of Upstart Holdings worth $213 as of Q2 2026.
  • Upstart Holdings was a new McDonald Partners position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #613 holding.
  • McDonald Partners first reported a position in Upstart Holdings in Q4 2021 and has held it in 2 quarters since.
  • McDonald Partners's Upstart Holdings position peaked at $7.57K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.