Northwestern Mutual Wealth Management
UPST icon

Northwestern Mutual Wealth Management’s Upstart Holdings UPST Stock Holding History

Northwestern Mutual Wealth 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 		$20.1K Sell
568
-685
-55% -$21.1K ﹤0.01% 2870
2026
Q1 		$32.1K Buy
1,253
+673
+116% +$23.7K ﹤0.01% 2612
2025
Q4 		$25.4K Sell
580
-191
-25% -$8.79K ﹤0.01% 2649
2025
Q3 		$39.2K Buy
771
+439
+132% +$30.9K ﹤0.01% 2424
2025
Q2 		$21.5K Buy
332
+30
+10% +$1.47K ﹤0.01% 2548
2025
Q1 		$13.9K Sell
302
-116
-28% -$7.21K ﹤0.01% 2632
2024
Q4 		$25.7K Sell
418
-139
-25% -$8.66K ﹤0.01% 2418
2024
Q3 		$22.3K Buy
557
+379
+213% +$12.6K ﹤0.01% 2423
2024
Q2 		$4.2K Buy
178
+42
+31% +$1.01K ﹤0.01% 2907
2024
Q1 		$3.66K Sell
136
-105
-44% -$3.1K ﹤0.01% 2924
2023
Q4 		$9.85K Sell
241
-809
-77% -$24.6K ﹤0.01% 2643
2023
Q3 		$30K Sell
1,050
-660
-39% -$26.5K ﹤0.01% 2167
2023
Q2 		$61.2K Buy
1,710
+1,265
+284% +$29.1K ﹤0.01% 1907
2023
Q1 		$7.07K Buy
445
+38
+9% +$639 ﹤0.01% 2627
2022
Q4 		$5.38K Buy
407
+77
+23% +$1.49K ﹤0.01% 2703
2022
Q3 		$7K Sell
330
-298
-47% -$8.02K ﹤0.01% 2604
2022
Q2 		$20K Buy
628
+201
+47% +$12K ﹤0.01% 2258
2022
Q1 		$47K Buy
427
+327
+327% +$37.7K ﹤0.01% 1976
2021
Q4 		$15K Buy
+100
New +$25K ﹤0.01% 2445

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

Northwestern Mutual Wealth Management's UPST Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Upstart Holdings (UPST) stake by 55% in Q2 2026, selling an estimated $21.1K and leaving 568 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Northwestern Mutual Wealth Management first reported a position in UPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $61.2K in Q2 2023. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Northwestern Mutual Wealth Management held 568 shares of Upstart Holdings worth $20.1K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 685 Upstart Holdings shares in Q2 2026, an estimated $21.1K.
  • Upstart Holdings made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2870 holding.
  • Northwestern Mutual Wealth Management first reported a position in Upstart Holdings in Q4 2021 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's Upstart Holdings position peaked at $61.2K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.