UBS Group’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 | $53M | Buy |
820,062
+62,137
| +8% | +$4.02M | 0.01% | 1165 |
|
|
2025
Q1 | $34.9M | Buy |
757,925
+195,881
| +35% | +$9.02M | 0.01% | 1419 |
|
|
2024
Q4 | $34.6M | Buy |
562,044
+92,780
| +20% | +$5.71M | 0.01% | 1352 |
|
|
2024
Q3 | $18.8M | Buy |
469,264
+80,679
| +21% | +$3.23M | ﹤0.01% | 1322 |
|
|
2024
Q2 | $9.17M | Buy |
388,585
+269,140
| +225% | +$6.35M | ﹤0.01% | 1662 |
|
|
2024
Q1 | $3.21M | Buy |
119,445
+35,979
| +43% | +$967K | ﹤0.01% | 2573 |
|
|
2023
Q4 | $3.41M | Buy |
83,466
+52,472
| +169% | +$2.14M | ﹤0.01% | 2340 |
|
|
2023
Q3 | $885K | Sell |
30,994
-66,570
| -68% | -$1.9M | ﹤0.01% | 3182 |
|
|
2023
Q2 | $3.49M | Buy |
97,564
+3,066
| +3% | +$110K | ﹤0.01% | 2203 |
|
|
2023
Q1 | $1.5M | Buy |
94,498
+17,046
| +22% | +$271K | ﹤0.01% | 2841 |
|
|
2022
Q4 | $1.02M | Sell |
77,452
-46,552
| -38% | -$615K | ﹤0.01% | 3118 |
|
|
2022
Q3 | $2.58M | Sell |
124,004
-40,331
| -25% | -$839K | ﹤0.01% | 2176 |
|
|
2022
Q2 | $5.2M | Sell |
164,335
-6,706
| -4% | -$212K | ﹤0.01% | 1744 |
|
|
2022
Q1 | $18.7M | Buy |
171,041
+106,055
| +163% | +$11.6M | 0.01% | 1093 |
|
|
2021
Q4 | $9.83M | Buy |
64,986
+6,480
| +11% | +$980K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $18.5M | Buy |
58,506
+7,354
| +14% | +$2.33M | 0.01% | 1160 |
|
|
2021
Q2 | $6.39M | Buy |
51,152
+43,479
| +567% | +$5.43M | ﹤0.01% | 1826 |
|
|
2021
Q1 | $988K | Buy |
7,673
+6,846
| +828% | +$882K | ﹤0.01% | 3367 |
|
|
2020
Q4 | $34K | Buy |
+827
| New | +$34K | ﹤0.01% | 5535 |
|