Arax Advisory Partners’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.25K	Buy	143 +55	+63%	+$3.56K	﹤0.01%	2000
2025 Q1	$4.05K	Buy	88 +16	+22%	+$737	﹤0.01%	1847
2024 Q4	$4.43K	Buy	72 +9	+14%	+$554	﹤0.01%	1782
2024 Q3	$2.52K	Hold	63	–	–	﹤0.01%	1974
2024 Q2	$1.49K	Buy	+63	New	+$1.49K	﹤0.01%	2056