Charles Schwab’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 | $44.6M | Buy |
690,122
+32,267
| +5% | +$2.09M | 0.01% | 1171 |
|
|
2025
Q1 | $30.3M | Buy |
657,855
+737
| +0.1% | +$33.9K | 0.01% | 1390 |
|
|
2024
Q4 | $40.5M | Buy |
657,118
+14,242
| +2% | +$877K | 0.01% | 1277 |
|
|
2024
Q3 | $25.7M | Buy |
642,876
+32,052
| +5% | +$1.28M | ﹤0.01% | 1555 |
|
|
2024
Q2 | $14.4M | Buy |
610,824
+28,222
| +5% | +$666K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $15.7M | Buy |
582,602
+9,426
| +2% | +$253K | ﹤0.01% | 1748 |
|
|
2023
Q4 | $23.4M | Buy |
573,176
+17,463
| +3% | +$714K | 0.01% | 1491 |
|
|
2023
Q3 | $15.9M | Buy |
555,713
+21,344
| +4% | +$609K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $19.1M | Buy |
534,369
+160,470
| +43% | +$5.75M | 0.01% | 1535 |
|
|
2023
Q1 | $5.94M | Buy |
373,899
+2,229
| +0.6% | +$35.4K | ﹤0.01% | 2126 |
|
|
2022
Q4 | $4.91M | Buy |
371,670
+8,504
| +2% | +$112K | ﹤0.01% | 2219 |
|
|
2022
Q3 | $7.55M | Buy |
363,166
+73,942
| +26% | +$1.54M | ﹤0.01% | 1990 |
|
|
2022
Q2 | $9.15M | Buy |
289,224
+19,216
| +7% | +$608K | ﹤0.01% | 1879 |
|
|
2022
Q1 | $29.5M | Buy |
270,008
+5,960
| +2% | +$650K | 0.01% | 1239 |
|
|
2021
Q4 | $40M | Buy |
264,048
+21,823
| +9% | +$3.3M | 0.01% | 1064 |
|
|
2021
Q3 | $76.7M | Buy |
242,225
+123,345
| +104% | +$39M | 0.03% | 621 |
|
|
2021
Q2 | $14.8M | Buy |
118,880
+33,896
| +40% | +$4.23M | ﹤0.01% | 1778 |
|
|
2021
Q1 | $11M | Buy |
+84,984
| New | +$11M | ﹤0.01% | 1908 |
|