Pictet Asset Management’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 | $757K | Buy |
11,697
+29
| +0.2% | +$1.88K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $537K | Buy |
11,668
+1,342
| +13% | +$61.8K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $636K | Buy |
10,326
+1,749
| +20% | +$108K | ﹤0.01% | 1272 |
|
|
2024
Q3 | $343K | Hold |
8,577
| – | – | ﹤0.01% | 1533 |
|
|
2024
Q2 | $202K | Hold |
8,577
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q1 | $231K | Sell |
8,577
-33,755
| -80% | -$908K | ﹤0.01% | 1689 |
|
|
2023
Q4 | $1.73M | Sell |
42,332
-51,731
| -55% | -$2.11M | ﹤0.01% | 907 |
|
|
2023
Q3 | $2.68M | Buy |
+94,063
| New | +$2.68M | ﹤0.01% | 868 |
|