N.E.W. Advisory Services’s Upstart Holdings UPST Stock Holding History

N.E.W. Advisory Services’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	$1.21K	Hold	34	–	–	﹤0.01%	910
2026 Q1	$872	Sell	34 -136	-80%	-$4.79K	﹤0.01%	883
2025 Q4	$7.43K	Sell	170 -14	-8%	-$645	﹤0.01%	661
2025 Q3	$9.35K	Sell	184 -16	-8%	-$1.13K	﹤0.01%	591
2025 Q2	$12.9K	Hold	200	–	–	﹤0.01%	529
2025 Q1	$9.21K	Buy	+200	New	+$12.4K	﹤0.01%	626

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

N.E.W. Advisory Services's UPST Position: Q2 2026 in Review

N.E.W. Advisory Services held its Upstart Holdings (UPST) position steady in Q2 2026 at 34 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

N.E.W. Advisory Services first reported a position in UPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.9K in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

N.E.W. Advisory Services held 34 shares of Upstart Holdings worth $1.21K as of Q2 2026.
N.E.W. Advisory Services left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #910 holding.
N.E.W. Advisory Services first reported a position in Upstart Holdings in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Upstart Holdings position peaked at $12.9K in Q2 2025.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.