Private Advisor Group’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Sell	68,054 -3,269	-5%	-$115K	0.01%	1112
2025 Q4	$3.12M	Buy	71,323 +55,591	+353%	+$2.56M	0.01%	830
2025 Q3	$799K	Buy	15,732 +1,344	+9%	+$94.5K	﹤0.01%	1498
2025 Q2	$931K	Buy	14,388 +70	+0.5%	+$3.43K	0.01%	1349
2025 Q1	$659K	Buy	14,318 +2,986	+26%	+$186K	﹤0.01%	1470
2024 Q4	$698K	Sell	11,332 -4,416	-28%	-$275K	﹤0.01%	1412
2024 Q3	$630K	Sell	15,748 -956	-6%	-$31.8K	﹤0.01%	1487
2024 Q2	$394K	Sell	16,704 -1,232	-7%	-$29.7K	﹤0.01%	1702
2024 Q1	$482K	Buy	17,936 +2,149	+14%	+$63.6K	﹤0.01%	1544
2023 Q4	$645K	Sell	15,787 -104	-0.7%	-$3.17K	0.01%	1328
2023 Q3	$454K	Buy	15,891 +9,167	+136%	+$368K	﹤0.01%	1425
2023 Q2	$241K	Buy	+6,724	New	+$155K	﹤0.01%	1762
2022 Q4	–	Sell	-13,345	Closed	-$277K	–	1958
2022 Q3	$277K	Buy	13,345 +1,115	+9%	+$30K	﹤0.01%	1512
2022 Q2	$387K	Buy	12,230 +6,045	+98%	+$360K	﹤0.01%	1527
2022 Q1	$675K	Buy	6,185 +2,610	+73%	+$301K	0.01%	1273
2021 Q4	$541K	Buy	3,575 +904	+34%	+$226K	﹤0.01%	1409
2021 Q3	$845K	Buy	+2,671	New	+$527K	0.01%	1278