UBS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.9M | Buy |
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|
2025
Q2 | $53M | Buy |
|
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|
2025
Q1 | $34.9M | Buy |
|
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|
2024
Q4 | $34.6M | Buy |
|
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|
2024
Q3 | $18.8M | Buy |
|
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|
2024
Q2 | $9.17M | Buy |
|
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|
2024
Q1 | $3.21M | Buy |
|
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|
2023
Q4 | $3.41M | Buy |
|
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|
2023
Q3 | $885K | Sell |
|
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|
2023
Q2 | $3.49M | Buy |
|
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|
2023
Q1 | $1.5M | Buy |
|
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|
2022
Q4 | $1.02M | Sell |
|
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|
2022
Q3 | $2.58M | Sell |
|
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|
2022
Q2 | $5.2M | Sell |
|
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|
2022
Q1 | $18.7M | Buy |
|
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|
2021
Q4 | $9.83M | Buy |
|
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|
2021
Q3 | $18.5M | Buy |
|
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|
2021
Q2 | $6.39M | Buy |
|
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|
2021
Q1 | $988K | Buy |
|
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|
2020
Q4 | $34K | Buy |
|