Creative Planning’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	$1.38M	Buy	53,914 +8,524	+19%	+$300K	﹤0.01%	2204
2025 Q4	$1.98M	Buy	45,390 +17,435	+62%	+$803K	﹤0.01%	1736
2025 Q3	$1.42M	Buy	27,955 +8,374	+43%	+$589K	﹤0.01%	1814
2025 Q2	$1.27M	Sell	19,581 -11,667	-37%	-$572K	﹤0.01%	1662
2025 Q1	$1.44M	Buy	31,248 +13,316	+74%	+$828K	﹤0.01%	1429
2024 Q4	$1.1M	Sell	17,932 -5,206	-22%	-$325K	﹤0.01%	1575
2024 Q3	$926K	Sell	23,138 -3,031	-12%	-$101K	﹤0.01%	1574
2024 Q2	$617K	Sell	26,169 -1,482	-5%	-$35.8K	﹤0.01%	1787
2024 Q1	$744K	Buy	27,651 +846	+3%	+$25K	﹤0.01%	1553
2023 Q4	$1.1M	Buy	26,805 +11,428	+74%	+$348K	﹤0.01%	1180
2023 Q3	$439K	Sell	15,377 -296	-2%	-$11.9K	﹤0.01%	1649
2023 Q2	$561K	Buy	15,673 +1,554	+11%	+$35.7K	﹤0.01%	1477
2023 Q1	$224K	Buy	14,119 +3,708	+36%	+$62.4K	﹤0.01%	2038
2022 Q4	$138K	Sell	10,411 -1,672	-14%	-$32.3K	﹤0.01%	2102
2022 Q3	$251K	Sell	12,083 -917	-7%	-$24.7K	﹤0.01%	1762
2022 Q2	$411K	Buy	13,000 +4,546	+54%	+$271K	﹤0.01%	1430
2022 Q1	$922K	Buy	8,454 +6,275	+288%	+$723K	﹤0.01%	1023
2021 Q4	$330K	Sell	2,179 -1,344	-38%	-$336K	﹤0.01%	1557
2021 Q3	$1.11M	Buy	3,523 +707	+25%	+$139K	﹤0.01%	895
2021 Q2	$352K	Buy	+2,816	New	+$347K	﹤0.01%	1483