Fidelity Investments’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 | $754K | Buy |
11,663
+3,993
| +52% | +$258K | ﹤0.01% | 2821 |
|
|
2025
Q1 | $353K | Buy |
7,670
+1,407
| +22% | +$64.8K | ﹤0.01% | 3026 |
|
|
2024
Q4 | $386K | Sell |
6,263
-472
| -7% | -$29.1K | ﹤0.01% | 3021 |
|
|
2024
Q3 | $269K | Buy |
6,735
+1,792
| +36% | +$71.7K | ﹤0.01% | 3088 |
|
|
2024
Q2 | $117K | Sell |
4,943
-2,115
| -30% | -$49.9K | ﹤0.01% | 3233 |
|
|
2024
Q1 | $190K | Sell |
7,058
-6,292
| -47% | -$169K | ﹤0.01% | 3049 |
|
|
2023
Q4 | $545K | Buy |
13,350
+686
| +5% | +$28K | ﹤0.01% | 2661 |
|
|
2023
Q3 | $361K | Sell |
12,664
-89
| -0.7% | -$2.54K | ﹤0.01% | 2717 |
|
|
2023
Q2 | $457K | Sell |
12,753
-131,951
| -91% | -$4.73M | ﹤0.01% | 2684 |
|
|
2023
Q1 | $2.3M | Buy |
144,704
+133,871
| +1,236% | +$2.13M | ﹤0.01% | 2332 |
|
|
2022
Q4 | $143K | Sell |
10,833
-5,718
| -35% | -$75.6K | ﹤0.01% | 3100 |
|
|
2022
Q3 | $345K | Buy |
16,551
+2,495
| +18% | +$52K | ﹤0.01% | 2892 |
|
|
2022
Q2 | $444K | Buy |
14,056
+2,682
| +24% | +$84.7K | ﹤0.01% | 2884 |
|
|
2022
Q1 | $1.24M | Buy |
11,374
+3,688
| +48% | +$402K | ﹤0.01% | 2735 |
|
|
2021
Q4 | $1.16M | Buy |
7,686
+3,566
| +87% | +$540K | ﹤0.01% | 2657 |
|
|
2021
Q3 | $1.3M | Buy |
4,120
+4,086
| +12,018% | +$1.29M | ﹤0.01% | 2652 |
|
|
2021
Q2 | $4K | Sell |
34
-374,500
| -100% | -$44.1M | ﹤0.01% | 3800 |
|
|
2021
Q1 | $48.3M | Buy |
+374,534
| New | +$48.3M | ﹤0.01% | 1415 |
|