Envestnet Asset Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Sell |
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|
2025
Q2 | $2.2M | Sell |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $3.65M | Buy |
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|
2024
Q3 | $2.18M | Buy |
|
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $969K | Sell |
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|
2023
Q3 | $853K | Buy |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $289K | Sell |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $7.15M | Buy |
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|
2021
Q1 | $7.14M | Buy |
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|
2020
Q4 | $342K | Buy |
|