SW
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Simplicity Wealth’s Upstart Holdings UPST Stock Holding History

Simplicity Wealth’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-37,197
Closed -$1.71M – 661
2025
Q1 		$1.71M Buy
+37,197
New +$1.71M 0.13% 171