Rockefeller Capital Management’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 | $934K | Sell |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $985K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $887K | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $776K | Buy |
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|
2021
Q4 | $599K | Buy |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | $241K | Buy |
|