Advisors Asset Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Sell	11,486 -1,730	-13%	-$60.9K	﹤0.01%	1086
2025 Q4	$578K	Sell	13,216 -104	-0.8%	-$4.79K	0.01%	912
2025 Q3	$677K	Sell	13,320 -180	-1%	-$12.7K	0.01%	902
2025 Q2	$873K	Buy	13,500 +520	+4%	+$25.5K	0.02%	807
2025 Q1	$597K	Buy	12,980 +11,460	+754%	+$712K	0.01%	896
2024 Q4	$93.6K	Buy	+1,520	New	+$94.8K	﹤0.01%	1235
2023 Q4	–	Sell	-371	Closed	-$10.6K	–	1444
2023 Q3	$10.6K	Sell	371 -252	-40%	-$10.1K	﹤0.01%	1382
2023 Q2	$22.3K	Sell	623 -375	-38%	-$8.63K	﹤0.01%	1363
2023 Q1	$15.9K	Sell	998 -48	-5%	-$808	﹤0.01%	1394
2022 Q4	$13.8K	Sell	1,046 -4,097	-80%	-$79.2K	﹤0.01%	1443
2022 Q3	$107K	Buy	5,143 +366	+8%	+$9.84K	﹤0.01%	1248
2022 Q2	$151K	Buy	4,777 +193	+4%	+$11.5K	﹤0.01%	1215
2022 Q1	$500K	Buy	4,584 +365	+9%	+$42.1K	0.01%	1012
2021 Q4	$638K	Buy	4,219 +1,514	+56%	+$378K	0.01%	938
2021 Q3	$856K	Buy	+2,705	New	+$534K	0.01%	866