Ameriprise’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 | $507K | Sell |
19,781
-17,927
| -48% | -$631K | ﹤0.01% | 3582 |
|
|
2025
Q4 | $1.65M | Sell |
37,708
-10,939
| -22% | -$504K | ﹤0.01% | 3102 |
|
|
2025
Q3 | $2.47M | Sell |
48,647
-4,146
| -8% | -$292K | ﹤0.01% | 2901 |
|
|
2025
Q2 | $3.41M | Sell |
52,793
-6,336
| -11% | -$311K | ﹤0.01% | 2640 |
|
|
2025
Q1 | $2.72M | Sell |
59,129
-5,148
| -8% | -$320K | ﹤0.01% | 2721 |
|
|
2024
Q4 | $3.96M | Buy |
64,277
+48,427
| +306% | +$3.02M | ﹤0.01% | 2516 |
|
|
2024
Q3 | $634K | Sell |
15,850
-1,621
| -9% | -$53.9K | ﹤0.01% | 3403 |
|
|
2024
Q2 | $412K | Buy |
17,471
+193
| +1% | +$4.66K | ﹤0.01% | 3484 |
|
|
2024
Q1 | $465K | Sell |
17,278
-4,885
| -22% | -$144K | ﹤0.01% | 3442 |
|
|
2023
Q4 | $906K | Sell |
22,163
-10,772
| -33% | -$328K | ﹤0.01% | 3222 |
|
|
2023
Q3 | $940K | Sell |
32,935
-3,213
| -9% | -$129K | ﹤0.01% | 3172 |
|
|
2023
Q2 | $1.29M | Buy |
36,148
+5,365
| +17% | +$123K | ﹤0.01% | 3068 |
|
|
2023
Q1 | $489K | Buy |
30,783
+2,384
| +8% | +$40.1K | ﹤0.01% | 3437 |
|
|
2022
Q4 | $368K | Buy |
28,399
+1,302
| +5% | +$25.2K | ﹤0.01% | 3516 |
|
|
2022
Q3 | $563K | Sell |
27,097
-34,694
| -56% | -$933K | ﹤0.01% | 3345 |
|
|
2022
Q2 | $1.92M | Sell |
61,791
-9,829
| -14% | -$585K | ﹤0.01% | 2826 |
|
|
2022
Q1 | $7.44M | Buy |
71,620
+26,940
| +60% | +$3.1M | ﹤0.01% | 2151 |
|
|
2021
Q4 | $6.79M | Sell |
44,680
-11,837
| -21% | -$2.96M | ﹤0.01% | 2251 |
|
|
2021
Q3 | $17.9M | Sell |
56,517
-439,191
| -89% | -$86.6M | 0.01% | 1347 |
|
|
2021
Q2 | $61.9M | Sell |
495,708
-280,445
| -36% | -$34.5M | 0.02% | 696 |
|
|
2021
Q1 | $100M | Buy |
776,153
+391,627
| +102% | +$30M | 0.03% | 508 |
|
|
2020
Q4 | $15.2M | Buy |
+384,526
| New | +$15.8M | 0.01% | 1436 |
|
Other funds holding UPST
VCM
VPM
CS
HFF