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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Northwestern Mutual Wealth Management's UPST Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Upstart Holdings (UPST) stake by 116% in Q1 2026, buying an estimated $23.7K and bringing the position to 1,253 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Northwestern Mutual Wealth Management first reported a position in UPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $61.2K in Q2 2023. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,253 shares of Upstart Holdings worth $32.1K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 673 Upstart Holdings shares in Q1 2026, an estimated $23.7K.
  • Upstart Holdings made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2612 holding.
  • Northwestern Mutual Wealth Management first reported a position in Upstart Holdings in Q4 2021 and has held it in 18 quarters since.
  • Northwestern Mutual Wealth Management's Upstart Holdings position peaked at $61.2K in Q2 2023.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.