MassMutual Private Wealth & Trust’s Upstart Holdings UPST Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.69K	Hold	204	–	–	﹤0.01%	1641
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%	-$3.36K	﹤0.01%	1287
2022 Q4	$5K	Buy	400 +200	+100%	+$3.86K	﹤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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

MassMutual Private Wealth & Trust's UPST Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Upstart Holdings (UPST) position steady in Q3 2026 at 204 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

MassMutual Private Wealth & Trust first reported a position in UPST in Q2 2021 and has held it in 22 quarters since. The position peaked at $27K in Q1 2022. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

MassMutual Private Wealth & Trust held 204 shares of Upstart Holdings worth $4.69K as of Q3 2026.
MassMutual Private Wealth & Trust left its Upstart Holdings share count unchanged in Q3 2026.
Upstart Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1641 holding.
MassMutual Private Wealth & Trust first reported a position in Upstart Holdings in Q2 2021 and has held it in 22 quarters since.
MassMutual Private Wealth & Trust's Upstart Holdings position peaked at $27K in Q1 2022.
182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.