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 |
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|
2025
Q2 | $108M | Buy |
|
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|
2025
Q1 | $73.1M | Sell |
|
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|
2024
Q4 | $162M | Buy |
|
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|
2024
Q3 | $57.1M | Sell |
|
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|
2024
Q2 | $34.9M | Sell |
|
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|
2024
Q1 | $60.7M | Sell |
|
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|
2023
Q4 | $174M | Buy |
|
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|
2023
Q3 | $54.7M | Buy |
|
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|
2023
Q2 | $41.4M | Sell |
|
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|
2023
Q1 | $19.7M | Sell |
|
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|
2022
Q4 | $59.9M | Buy |
|
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|
2022
Q3 | $90.1M | Buy |
|
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|
2022
Q2 | $134M | Buy |
|
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|
2022
Q1 | $395M | Buy |
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|
2021
Q4 | $147M | Buy |
|
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|
2021
Q3 | $89.8M | Sell |
|
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|
2021
Q2 | $175M | Sell |
|
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|
2021
Q1 | $326M | Buy |
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|
2020
Q4 | $102M | Buy |
|