Morgan Stanley’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$83.9M Sell
2025
Q2
$108M Buy
2025
Q1
$73.1M Sell
2024
Q4
$162M Buy
2024
Q3
$57.1M Sell
2024
Q2
$34.9M Sell
2024
Q1
$60.7M Sell
2023
Q4
$174M Buy
2023
Q3
$54.7M Buy
2023
Q2
$41.4M Sell
2023
Q1
$19.7M Sell
2022
Q4
$59.9M Buy
2022
Q3
$90.1M Buy
2022
Q2
$134M Buy
2022
Q1
$395M Buy
2021
Q4
$147M Buy
2021
Q3
$89.8M Sell
2021
Q2
$175M Sell
2021
Q1
$326M Buy
2020
Q4
$102M Buy