SPIA
UPST icon

Steward Partners Investment Advisory’s Upstart Holdings UPST Stock Holding History

Steward Partners Investment Advisory’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 		$23.5K Buy
662
+253
+62% +$7.8K ﹤0.01% 3349
2026
Q1 		$10.5K Sell
409
-610
-60% -$21.5K ﹤0.01% 3535
2025
Q4 		$44.6K Sell
1,019
-445
-30% -$20.5K ﹤0.01% 2734
2025
Q3 		$74.4K Buy
1,464
+600
+69% +$42.2K ﹤0.01% 2413
2025
Q2 		$55.9K Buy
864
+362
+72% +$17.8K ﹤0.01% 2418
2025
Q1 		$23.1K Buy
502
+17
+4% +$1.06K ﹤0.01% 2741
2024
Q4 		$29.9K Buy
485
+50
+11% +$3.12K ﹤0.01% 2592
2024
Q3 		$17.4K Sell
435
-130
-23% -$4.32K ﹤0.01% 2718
2024
Q2 		$13.3K Sell
565
-1,139
-67% -$27.5K ﹤0.01% 2698
2024
Q1 		$45.8K Buy
1,704
+1,185
+228% +$35K ﹤0.01% 2158
2023
Q4 		$21.2K Sell
519
-125
-19% -$3.81K ﹤0.01% 2378
2023
Q3 		$18.4K Hold
644
– – ﹤0.01% 2349
2023
Q2 		$23.1K Buy
644
+105
+19% +$2.42K ﹤0.01% 2222
2023
Q1 		$8.56K Sell
539
-70
-11% -$1.18K ﹤0.01% 2596
2022
Q4 		$8.05K Sell
609
-298
-33% -$5.76K ﹤0.01% 2604
2022
Q3 		$19K Sell
907
-900
-50% -$24.2K ﹤0.01% 2254
2022
Q2 		$57K Sell
1,807
-1,057
-37% -$62.9K ﹤0.01% 1743
2022
Q1 		$312K Buy
2,864
+1,700
+146% +$196K ﹤0.01% 1113
2021
Q4 		$176K Sell
1,164
-1,701
-59% -$425K ﹤0.01% 1367
2021
Q3 		$907K Buy
2,865
+59
+2% +$11.6K 0.02% 695
2021
Q2 		$350K Buy
2,806
+2,456
+702% +$302K 0.01% 1105
2021
Q1 		$45.1K Buy
+350
New +$26.8K ﹤0.01% 2037

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

Steward Partners Investment Advisory's UPST Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Upstart Holdings (UPST) stake by 62% in Q2 2026, buying an estimated $7.8K and bringing the position to 662 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Steward Partners Investment Advisory first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $907K in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Steward Partners Investment Advisory held 662 shares of Upstart Holdings worth $23.5K as of Q2 2026.
  • Steward Partners Investment Advisory bought 253 Upstart Holdings shares in Q2 2026, an estimated $7.8K.
  • Upstart Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3349 holding.
  • Steward Partners Investment Advisory first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Upstart Holdings position peaked at $907K in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.