IP
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Intellectus Partners’s Upstart Holdings UPST Stock Holding History

Intellectus Partners’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$483K Buy
7,462
+612
+9% +$39.6K 0.1% 198
2025
Q1 		$315K Sell
6,850
-200
-3% -$9.21K 0.08% 221
2024
Q4 		$434K Sell
7,050
-650
-8% -$40K 0.1% 201
2024
Q3 		$308K Buy
+7,700
New +$308K 0.08% 222