WIA
UPST icon

World Investment Advisors’s Upstart Holdings UPST Stock Holding History

World Investment 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 		$299K Sell
8,435
-2,749
-25% -$84.7K ﹤0.01% 1227
2026
Q1 		$287K Buy
11,184
+1,258
+13% +$44.3K ﹤0.01% 1283
2025
Q4 		$434K Buy
+9,926
New +$457K 0.01% 990

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

World Investment Advisors's UPST Position: Q2 2026 in Review

World Investment Advisors reduced its Upstart Holdings (UPST) stake by 25% in Q2 2026, selling an estimated $84.7K and leaving 8,435 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

World Investment Advisors first reported a position in UPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • World Investment Advisors held 8,435 shares of Upstart Holdings worth $299K as of Q2 2026.
  • World Investment Advisors sold 2,749 Upstart Holdings shares in Q2 2026, an estimated $84.7K.
  • Upstart Holdings made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1227 holding.
  • World Investment Advisors first reported a position in Upstart Holdings in Q4 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Upstart Holdings position peaked at $434K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.