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Bristlecone Advisors’s Upstart Holdings UPST Stock Holding History

Bristlecone Advisors’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,520
Closed -$668K – 369
2025
Q1 		$668K Hold
14,520
– – 0.05% 174
2024
Q4 		$894K Buy
14,520
+8,066
+125% +$497K 0.07% 153
2024
Q3 		$258K Buy
+6,454
New +$258K 0.02% 249