Cerity Partners
UPST icon

Cerity Partners’s Upstart Holdings UPST Stock Holding History

Cerity Partners’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,391
Closed -$219K – 2876
2025
Q2 		$219K Sell
3,391
-3,028
-47% -$148K ﹤0.01% 2307
2025
Q1 		$295K Buy
6,419
+2,779
+76% +$173K ﹤0.01% 2023
2024
Q4 		$209K Buy
+3,640
New +$227K ﹤0.01% 2223
2022
Q2 		– Sell
-14,470
Closed -$1.58M – 1244
2022
Q1 		$1.58M Buy
14,470
+10,370
+253% +$1.19M 0.02% 371
2021
Q4 		$620K Buy
+4,100
New +$1.02M 0.01% 535

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