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Private Advisor Group’s Upstart Holdings UPST Stock Holding History

Private Advisor Group’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 		$2.74M Buy
77,236
+9,182
+13% +$283K 0.01% 879
2026
Q1 		$1.75M Sell
68,054
-3,269
-5% -$115K 0.01% 1112
2025
Q4 		$3.12M Buy
71,323
+55,591
+353% +$2.56M 0.01% 830
2025
Q3 		$799K Buy
15,732
+1,344
+9% +$94.5K ﹤0.01% 1498
2025
Q2 		$931K Buy
14,388
+70
+0.5% +$3.43K 0.01% 1349
2025
Q1 		$659K Buy
14,318
+2,986
+26% +$186K ﹤0.01% 1470
2024
Q4 		$698K Sell
11,332
-4,416
-28% -$275K ﹤0.01% 1412
2024
Q3 		$630K Sell
15,748
-956
-6% -$31.8K ﹤0.01% 1487
2024
Q2 		$394K Sell
16,704
-1,232
-7% -$29.7K ﹤0.01% 1702
2024
Q1 		$482K Buy
17,936
+2,149
+14% +$63.6K ﹤0.01% 1544
2023
Q4 		$645K Sell
15,787
-104
-0.7% -$3.17K 0.01% 1328
2023
Q3 		$454K Buy
15,891
+9,167
+136% +$368K ﹤0.01% 1425
2023
Q2 		$241K Buy
+6,724
New +$155K ﹤0.01% 1762
2022
Q4 		– Sell
-13,345
Closed -$277K – 1958
2022
Q3 		$277K Buy
13,345
+1,115
+9% +$30K ﹤0.01% 1512
2022
Q2 		$387K Buy
12,230
+6,045
+98% +$360K ﹤0.01% 1527
2022
Q1 		$675K Buy
6,185
+2,610
+73% +$301K 0.01% 1273
2021
Q4 		$541K Buy
3,575
+904
+34% +$226K ﹤0.01% 1409
2021
Q3 		$845K Buy
+2,671
New +$527K 0.01% 1278

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 $3.37T 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

Private Advisor Group's UPST Position: Q2 2026 in Review

Private Advisor Group increased its Upstart Holdings (UPST) stake by 13% in Q2 2026, buying an estimated $283K and bringing the position to 77,236 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #879.

Private Advisor Group first reported a position in UPST in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.12M in Q4 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Private Advisor Group held 77,236 shares of Upstart Holdings worth $2.74M as of Q2 2026.
  • Private Advisor Group bought 9,182 Upstart Holdings shares in Q2 2026, an estimated $283K.
  • Upstart Holdings made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #879 holding.
  • Private Advisor Group first reported a position in Upstart Holdings in Q3 2021 and has held it in 18 quarters since.
  • Private Advisor Group's Upstart Holdings position peaked at $3.12M in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.