UBS AM’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 | $17.7M | Buy |
273,043
+100,026
| +58% | +$6.47M | ﹤0.01% | 1096 |
|
|
2025
Q1 | $7.96M | Buy |
173,017
+27,287
| +19% | +$1.26M | ﹤0.01% | 1339 |
|
|
2024
Q4 | $8.97M | Buy |
145,730
+35,315
| +32% | +$2.17M | ﹤0.01% | 1301 |
|
|
2024
Q3 | $4.42M | Sell |
110,415
-20,240
| -15% | -$810K | ﹤0.01% | 1640 |
|
|
2024
Q2 | $3.08M | Buy |
130,655
+60,193
| +85% | +$1.42M | ﹤0.01% | 1760 |
|
|
2024
Q1 | $1.89M | Sell |
70,462
-2,553
| -3% | -$68.7K | ﹤0.01% | 1713 |
|
|
2023
Q4 | $2.98M | Hold |
73,015
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q3 | $2.08M | Sell |
73,015
-43,360
| -37% | -$1.24M | ﹤0.01% | 1607 |
|
|
2023
Q2 | $1.85M | Hold |
116,375
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q1 | $1.85M | Buy |
116,375
+5,974
| +5% | +$94.9K | ﹤0.01% | 1696 |
|
|
2022
Q4 | $1.46M | Buy |
110,401
+14,377
| +15% | +$190K | ﹤0.01% | 1680 |
|
|
2022
Q3 | $2M | Sell |
96,024
-59,816
| -38% | -$1.24M | ﹤0.01% | 1597 |
|
|
2022
Q2 | $4.93M | Buy |
155,840
+52,288
| +50% | +$1.65M | ﹤0.01% | 1220 |
|
|
2022
Q1 | $11.3M | Buy |
103,552
+37,418
| +57% | +$4.08M | ﹤0.01% | 1023 |
|
|
2021
Q4 | $10M | Buy |
66,134
+27,217
| +70% | +$4.12M | ﹤0.01% | 1125 |
|
|
2021
Q3 | $12.3M | Buy |
38,917
+16,185
| +71% | +$5.12M | 0.01% | 1011 |
|
|
2021
Q2 | $2.84M | Buy |
+22,732
| New | +$2.84M | ﹤0.01% | 1693 |
|