MAI Capital Management’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
$14.1K Buy
218
+14
+7% +$906 ﹤0.01% 2382
2025
Q1
$9.39K Hold
204
﹤0.01% 2341
2024
Q4
$12.6K Buy
+204
New +$12.6K ﹤0.01% 2263