Cresset Asset Management’s Upstart Holdings UPST Stock Holding History

Cresset Asset Management’s Portfolio UPST Stock Details UPST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$236K	Sell
2025 Q2	$301K	Sell
2025 Q1	$233K	Sell
2024 Q4	$354K	Sell
2024 Q3	$862K	Buy
2024 Q2	$365K	Buy
2024 Q1	$268K	Buy
2021 Q4	–	Sell
2021 Q3	$283K	Buy