Morgan Stanley’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 | $108M | Buy |
1,672,703
+84,976
| +5% | +$5.5M | 0.01% | 1261 |
|
|
2025
Q1 | $73.1M | Sell |
1,587,727
-1,045,082
| -40% | -$48.1M | 0.01% | 1485 |
|
|
2024
Q4 | $162M | Buy |
2,632,809
+1,204,660
| +84% | +$74.2M | 0.01% | 943 |
|
|
2024
Q3 | $57.1M | Sell |
1,428,149
-51,709
| -3% | -$2.07M | ﹤0.01% | 1707 |
|
|
2024
Q2 | $34.9M | Sell |
1,479,858
-776,509
| -34% | -$18.3M | ﹤0.01% | 2099 |
|
|
2024
Q1 | $60.7M | Sell |
2,256,367
-2,008,755
| -47% | -$54M | ﹤0.01% | 1588 |
|
|
2023
Q4 | $174M | Buy |
4,265,122
+2,350,189
| +123% | +$96M | 0.01% | 1254 |
|
|
2023
Q3 | $54.7M | Buy |
1,914,933
+758,669
| +66% | +$21.7M | 0.01% | 1485 |
|
|
2023
Q2 | $41.4M | Sell |
1,156,264
-81,774
| -7% | -$2.93M | ﹤0.01% | 1751 |
|
|
2023
Q1 | $19.7M | Sell |
1,238,038
-3,293,612
| -73% | -$52.3M | ﹤0.01% | 2447 |
|
|
2022
Q4 | $59.9M | Buy |
4,531,650
+198,612
| +5% | +$2.63M | 0.01% | 1355 |
|
|
2022
Q3 | $90.1M | Buy |
4,333,038
+102,029
| +2% | +$2.12M | 0.01% | 950 |
|
|
2022
Q2 | $134M | Buy |
4,231,009
+614,648
| +17% | +$19.4M | 0.02% | 767 |
|
|
2022
Q1 | $395M | Buy |
3,616,361
+2,643,377
| +272% | +$288M | 0.05% | 328 |
|
|
2021
Q4 | $147M | Buy |
972,984
+689,237
| +243% | +$104M | 0.02% | 692 |
|
|
2021
Q3 | $89.8M | Sell |
283,747
-1,116,910
| -80% | -$353M | 0.01% | 904 |
|
|
2021
Q2 | $175M | Sell |
1,400,657
-1,130,067
| -45% | -$141M | 0.02% | 591 |
|
|
2021
Q1 | $326M | Buy |
2,530,724
+20,289
| +0.8% | +$2.61M | 0.05% | 335 |
|
|
2020
Q4 | $102M | Buy |
+2,510,435
| New | +$102M | 0.02% | 709 |
|