Merit Financial Group’s Upstart Holdings UPST Stock Holding History

Merit Financial Group’s Portfolio UPST Stock Details UPST Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$218K	Buy
2025 Q3	$226K	Buy
2025 Q2	$282K	Sell
2025 Q1	$242K	Buy
2024 Q4	$271K	Buy