LPL Financial’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 | $2.59M | Sell |
100,871
-5,810
| -5% | -$204K | ﹤0.01% | 3253 |
|
|
2025
Q4 | $4.67M | Sell |
106,681
-4,875
| -4% | -$224K | ﹤0.01% | 2597 |
|
|
2025
Q3 | $5.67M | Buy |
111,556
+36,579
| +49% | +$2.57M | ﹤0.01% | 2356 |
|
|
2025
Q2 | $4.85M | Sell |
74,977
-18,653
| -20% | -$915K | ﹤0.01% | 2338 |
|
|
2025
Q1 | $4.31M | Buy |
93,630
+9,911
| +12% | +$616K | ﹤0.01% | 2275 |
|
|
2024
Q4 | $5.15M | Buy |
83,719
+23,324
| +39% | +$1.45M | ﹤0.01% | 2060 |
|
|
2024
Q3 | $2.42M | Sell |
60,395
-4,158
| -6% | -$138K | ﹤0.01% | 2550 |
|
|
2024
Q2 | $1.52M | Sell |
64,553
-457
| -0.7% | -$11K | ﹤0.01% | 2852 |
|
|
2024
Q1 | $1.75M | Buy |
65,010
+6,320
| +11% | +$187K | ﹤0.01% | 2644 |
|
|
2023
Q4 | $2.4M | Buy |
58,690
+2,542
| +5% | +$77.4K | ﹤0.01% | 2262 |
|
|
2023
Q3 | $1.6M | Buy |
56,148
+5,192
| +10% | +$209K | ﹤0.01% | 2492 |
|
|
2023
Q2 | $1.82M | Buy |
50,956
+1,248
| +3% | +$28.7K | ﹤0.01% | 2333 |
|
|
2023
Q1 | $790K | Sell |
49,708
-3,603
| -7% | -$60.6K | ﹤0.01% | 2944 |
|
|
2022
Q4 | $705K | Sell |
53,311
-15,732
| -23% | -$304K | ﹤0.01% | 2938 |
|
|
2022
Q3 | $1.44M | Sell |
69,043
-24,493
| -26% | -$659K | ﹤0.01% | 2241 |
|
|
2022
Q2 | $2.96M | Sell |
93,536
-7,894
| -8% | -$470K | ﹤0.01% | 1733 |
|
|
2022
Q1 | $11.1M | Buy |
101,430
+48,148
| +90% | +$5.55M | 0.01% | 933 |
|
|
2021
Q4 | $8.06M | Buy |
53,282
+15,417
| +41% | +$3.85M | 0.01% | 1154 |
|
|
2021
Q3 | $12M | Buy |
37,865
+23,015
| +155% | +$4.54M | 0.01% | 856 |
|
|
2021
Q2 | $1.85M | Buy |
14,850
+11,064
| +292% | +$1.36M | ﹤0.01% | 2046 |
|
|
2021
Q1 | $488K | Buy |
+3,786
| New | +$290K | ﹤0.01% | 3044 |
|
Other funds holding UPST
VCM
VPM
CS
HFF