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Salem Investment Counselors’s Upstart Holdings UPST Stock Holding History

Salem Investment Counselors’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 		$213 Hold
6
– – ﹤0.01% 1215
2026
Q1 		$154 Buy
+6
New +$211 ﹤0.01% 1213
2022
Q3 		– Sell
-700
Closed -$22K – 1127
2022
Q2 		$22K Sell
700
-755
-52% -$45K ﹤0.01% 651
2022
Q1 		$159K Buy
1,455
+405
+39% +$46.7K 0.01% 364
2021
Q4 		$159K Buy
1,050
+350
+50% +$87.4K 0.01% 396
2021
Q3 		$0 Buy
+700
New +$138K ﹤0.01% 1023

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

Salem Investment Counselors's UPST Position: Q2 2026 in Review

Salem Investment Counselors held its Upstart Holdings (UPST) position steady in Q2 2026 at 6 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Salem Investment Counselors first reported a position in UPST in Q3 2021 and has held it in 6 quarters since. The position peaked at $159K in Q1 2022. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Salem Investment Counselors held 6 shares of Upstart Holdings worth $213 as of Q2 2026.
  • Salem Investment Counselors left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1215 holding.
  • Salem Investment Counselors first reported a position in Upstart Holdings in Q3 2021 and has held it in 6 quarters since.
  • Salem Investment Counselors's Upstart Holdings position peaked at $159K in Q1 2022.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.