Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Upstart Holdings UPST Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.63M Buy
74,260
+3,463
+5% +$107K ﹤0.01% 1190
2026
Q1 		$1.82M Buy
70,797
+20,415
+41% +$718K ﹤0.01% 1281
2025
Q4 		$2.25M Buy
50,382
+9,545
+23% +$440K ﹤0.01% 1220
2025
Q3 		$2.07M Sell
40,837
-81,844
-67% -$5.76M ﹤0.01% 1278
2025
Q2 		$7.94M Sell
122,681
-24,454
-17% -$1.2M 0.01% 644
2025
Q1 		$6.77M Buy
147,135
+35,070
+31% +$2.18M 0.01% 692
2024
Q4 		$6.9M Buy
+112,065
New +$6.99M 0.01% 633

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

Universal-Beteiligungs- und Servicegesellschaft's UPST Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Upstart Holdings (UPST) stake by 4.9% in Q2 2026, buying an estimated $107K and bringing the position to 74,260 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.94M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 74,260 shares of Upstart Holdings worth $2.63M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 3,463 Upstart Holdings shares in Q2 2026, an estimated $107K.
  • Upstart Holdings made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1190 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Upstart Holdings position peaked at $7.94M in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.