International Assets Investment 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
2026 Q1	$661K	Buy	26,059 +5,755	+28%	+$202K	0.05%	356
2025 Q4	$888K	Buy	20,304 +7,375	+57%	+$340K	0.06%	282
2025 Q3	$881K	Hold	12,929	–	–	0.07%	276
2025 Q2	$836K	Buy	12,929 +299	+2%	+$14.7K	0.07%	290
2025 Q1	$581K	Buy	12,630 +7,076	+127%	+$440K	0.05%	364
2024 Q4	$338K	Sell	5,554 -227,704	-98%	-$14.2M	0.03%	531
2024 Q3	$5.83K	Buy	233,258 +227,688	+4,088%	+$7.57M	0.02%	539
2024 Q2	$131K	Buy	+5,570	New	+$134K	0.01%	858
2024 Q1	–	Sell	-8,070	Closed	-$330K	–	834
2023 Q4	$330K	Sell	8,070 -1,007	-11%	-$30.7K	0.04%	447
2023 Q3	$244K	Buy	9,077 +1,910	+27%	+$76.8K	0.03%	439
2023 Q2	$257K	Sell	7,167 -1,400	-16%	-$32.2K	0.03%	431
2023 Q1	$136K	Sell	8,567 -5,454	-39%	-$91.8K	0.02%	547
2022 Q4	$185K	Buy	+14,021	New	+$271K	0.02%	629