Asset Management One’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	$46.2K	Buy	1,803 +39	+2%	+$1.37K	﹤0.01%	895
2025 Q4	$82.1K	Sell	1,764 -97	-5%	-$4.47K	﹤0.01%	922
2025 Q3	$94.5K	Sell	1,861 -82	-4%	-$5.77K	﹤0.01%	918
2025 Q2	$126K	Sell	1,943 -67	-3%	-$3.29K	﹤0.01%	899
2025 Q1	$92.5K	Buy	2,010 +836	+71%	+$52K	﹤0.01%	924
2024 Q4	$79.8K	Sell	1,174 -332	-22%	-$20.7K	﹤0.01%	919
2024 Q3	$60.3K	Sell	1,506 -801	-35%	-$26.6K	﹤0.01%	925
2024 Q2	$54.4K	Sell	2,307 -3	-0.1%	-$72	﹤0.01%	925
2024 Q1	$62.1K	Buy	2,310 +976	+73%	+$28.9K	﹤0.01%	939
2023 Q4	$58.9K	Sell	1,334 -497	-27%	-$15.1K	﹤0.01%	951
2023 Q3	$52.3K	Buy	1,831 +279	+18%	+$11.2K	﹤0.01%	961
2023 Q2	$55.6K	Sell	1,552 -1,807	-54%	-$41.6K	﹤0.01%	966
2023 Q1	$53.4K	Sell	3,359 -415	-11%	-$6.98K	﹤0.01%	973
2022 Q4	$49.7K	Buy	3,774 +1,472	+64%	+$28.4K	﹤0.01%	974
2022 Q3	$47K	Sell	2,302 -15,482	-87%	-$416K	﹤0.01%	986
2022 Q2	$562K	Buy	17,784 +2,989	+20%	+$178K	﹤0.01%	888
2022 Q1	$1.61M	Buy	14,795 +5,924	+67%	+$683K	0.01%	810
2021 Q4	$1.31M	Buy	+8,871	New	+$2.22M	﹤0.01%	840