MassMutual Private Wealth & Trust’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 Q2	$7.23K	Hold	204	–	–	﹤0.01%	1537
2026 Q1	$5.23K	Sell	204 -20	-9%	-$704	﹤0.01%	1655
2025 Q4	$9.8K	Buy	224 +24	+12%	+$1.1K	﹤0.01%	1396
2025 Q3	$10.2K	Hold	200	–	–	﹤0.01%	1395
2025 Q2	$12.9K	Sell	200 -51	-20%	-$2.5K	﹤0.01%	1256
2025 Q1	$11.6K	Buy	251 +51	+26%	+$3.17K	﹤0.01%	1255
2024 Q4	$12.3K	Hold	200	–	–	﹤0.01%	1177
2024 Q3	$8K	Hold	200	–	–	﹤0.01%	1197
2024 Q2	$4.72K	Hold	200	–	–	﹤0.01%	1340
2024 Q1	$5.38K	Hold	200	–	–	﹤0.01%	1249
2023 Q4	$8.17K	Hold	200	–	–	﹤0.01%	1088
2023 Q3	$5.71K	Hold	200	–	–	﹤0.01%	1204
2023 Q2	$7.16K	Hold	200	–	–	﹤0.01%	1078
2023 Q1	$3.18K	Sell	200 -200	-50%	-$3.37K	﹤0.01%	1287
2022 Q4	$5K	Buy	400 +200	+100%	+$3.87K	﹤0.01%	1014
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	1039
2022 Q2	$6K	Sell	200 -44	-18%	-$2.62K	﹤0.01%	860
2022 Q1	$27K	Buy	244 +206	+542%	+$23.7K	﹤0.01%	547
2021 Q4	$6K	Hold	38	–	–	﹤0.01%	871
2021 Q3	$12K	Hold	38	–	–	﹤0.01%	686
2021 Q2	$5K	Buy	+38	New	+$4.68K	﹤0.01%	859

Other funds holding UPST