Morgan Stanley
UPST icon

Morgan Stanley’s Upstart Holdings UPST Stock Holding History

Morgan Stanley’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 		$85.6M Sell
2,414,712
-1,560,347
-39% -$48.1M ﹤0.01% 1704
2026
Q1 		$102M Sell
3,975,059
-231,556
-6% -$8.15M 0.01% 1422
2025
Q4 		$184M Buy
4,206,615
+2,554,591
+155% +$118M 0.01% 993
2025
Q3 		$83.9M Sell
1,652,024
-20,679
-1% -$1.45M 0.01% 1554
2025
Q2 		$108M Buy
1,672,703
+84,976
+5% +$4.17M 0.01% 1261
2025
Q1 		$73.1M Sell
1,587,727
-1,045,082
-40% -$65M 0.01% 1485
2024
Q4 		$162M Buy
2,632,809
+1,204,660
+84% +$75.1M 0.01% 943
2024
Q3 		$57.1M Sell
1,428,149
-51,709
-3% -$1.72M ﹤0.01% 1707
2024
Q2 		$34.9M Sell
1,479,858
-776,509
-34% -$18.7M ﹤0.01% 2099
2024
Q1 		$60.7M Sell
2,256,367
-2,008,755
-47% -$59.4M ﹤0.01% 1588
2023
Q4 		$174M Buy
4,265,122
+2,350,189
+123% +$71.6M 0.01% 1254
2023
Q3 		$54.7M Buy
1,914,933
+758,669
+66% +$30.5M 0.01% 1485
2023
Q2 		$41.4M Sell
1,156,264
-81,774
-7% -$1.88M ﹤0.01% 1751
2023
Q1 		$19.7M Sell
1,238,038
-3,293,612
-73% -$55.4M ﹤0.01% 2447
2022
Q4 		$59.9M Buy
4,531,650
+198,612
+5% +$3.84M 0.01% 1355
2022
Q3 		$90.1M Buy
4,333,038
+102,029
+2% +$2.74M 0.01% 950
2022
Q2 		$134M Buy
4,231,009
+614,648
+17% +$36.6M 0.02% 767
2022
Q1 		$395M Buy
3,616,361
+2,643,377
+272% +$305M 0.05% 328
2021
Q4 		$147M Buy
972,984
+689,237
+243% +$172M 0.02% 692
2021
Q3 		$89.8M Sell
283,747
-1,116,910
-80% -$220M 0.01% 904
2021
Q2 		$175M Sell
1,400,657
-1,130,067
-45% -$139M 0.02% 591
2021
Q1 		$326M Buy
2,530,724
+20,289
+0.8% +$1.56M 0.05% 335
2020
Q4 		$102M Buy
+2,510,435
New +$103M 0.02% 709

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley's UPST Position: Q2 2026 in Review

Morgan Stanley reduced its Upstart Holdings (UPST) stake by 39% in Q2 2026, selling an estimated $48.1M and leaving 2,414,712 shares worth $85.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Morgan Stanley first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $395M in Q1 2022. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Morgan Stanley held 2,414,712 shares of Upstart Holdings worth $85.6M as of Q2 2026.
  • Morgan Stanley sold 1,560,347 Upstart Holdings shares in Q2 2026, an estimated $48.1M.
  • Upstart Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1704 holding.
  • Morgan Stanley first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Upstart Holdings position peaked at $395M in Q1 2022.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.