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Sanctuary Advisors’s Upstart Holdings UPST Stock Holding History

Sanctuary Advisors’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 		$227K Buy
+6,418
New +$198K ﹤0.01% 2532
2025
Q4 		– Sell
-5,014
Closed -$255K – 2575
2025
Q3 		$255K Buy
5,014
+1,107
+28% +$77.9K ﹤0.01% 2103
2025
Q2 		$253K Buy
+3,907
New +$192K ﹤0.01% 2019

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

Sanctuary Advisors's UPST Position: Q2 2026 in Review

Sanctuary Advisors opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,418 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #2532 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in UPST as recently as Q3 2025.

Sanctuary Advisors first reported a position in UPST in Q2 2025 and has held it in 3 quarters since. The position peaked at $255K in Q3 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Sanctuary Advisors held 6,418 shares of Upstart Holdings worth $227K as of Q2 2026.
  • Upstart Holdings was a new Sanctuary Advisors position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2532 holding.
  • Sanctuary Advisors first reported a position in Upstart Holdings in Q2 2025 and has held it in 3 quarters since.
  • Sanctuary Advisors's Upstart Holdings position peaked at $255K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.