Mercer Global Advisors’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	$944K	Sell	36,803 -8,364	-19%	-$294K	﹤0.01%	1590
2025 Q4	$1.46M	Buy	45,167 +13,205	+41%	+$608K	﹤0.01%	1272
2025 Q3	$1.62M	Buy	31,962 +7,907	+33%	+$556K	﹤0.01%	1128
2025 Q2	$1.56M	Sell	24,055 -1,606	-6%	-$78.8K	﹤0.01%	993
2025 Q1	$1.18M	Buy	25,661 +1,262	+5%	+$78.5K	﹤0.01%	1055
2024 Q4	$1.5M	Sell	24,399 -2,989	-11%	-$186K	﹤0.01%	920
2024 Q3	$1.04M	Buy	27,388 +339	+1%	+$11.3K	﹤0.01%	1008
2024 Q2	$635K	Buy	27,049 +2,370	+10%	+$57.2K	﹤0.01%	1176
2024 Q1	$664K	Sell	24,679 -1,367	-5%	-$40.4K	﹤0.01%	1136
2023 Q4	$1.06M	Buy	26,046 +17,324	+199%	+$527K	﹤0.01%	947
2023 Q3	$249K	Buy	8,722 +1,268	+17%	+$51K	﹤0.01%	1644
2023 Q2	$267K	Buy	+7,454	New	+$171K	﹤0.01%	1578
2022 Q3	–	Sell	-10,616	Closed	-$336K	–	1917
2022 Q2	$336K	Sell	10,616 -3,309	-24%	-$197K	﹤0.01%	1368
2022 Q1	$1.52M	Sell	13,925 -305	-2%	-$35.1K	0.01%	739
2021 Q4	$2.15M	Sell	14,230 -2,939	-17%	-$734K	0.01%	602
2021 Q3	$5.43M	Buy	17,169 +7,014	+69%	+$1.38M	0.04%	329
2021 Q2	$1.27M	Buy	+10,155	New	+$1.25M	0.01%	738