Fidelity Investments’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
$709K Buy
2025
Q2
$754K Buy
2025
Q1
$353K Buy
2024
Q4
$386K Sell
2024
Q3
$269K Buy
2024
Q2
$117K Sell
2024
Q1
$190K Sell
2023
Q4
$545K Buy
2023
Q3
$361K Sell
2023
Q2
$457K Sell
2023
Q1
$2.3M Buy
2022
Q4
$143K Sell
2022
Q3
$345K Buy
2022
Q2
$444K Buy
2022
Q1
$1.24M Buy
2021
Q4
$1.16M Buy
2021
Q3
$1.3M Buy
2021
Q2
$4K Sell
2021
Q1
$48.3M Buy