Wells Fargo’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.15M | Sell |
161,770
-48,394
| -23% | -$1.7M | ﹤0.01% | 2754 |
|
|
2025
Q4 | $9.19M | Sell |
210,164
-636,082
| -75% | -$29.3M | ﹤0.01% | 2114 |
|
|
2025
Q3 | $43M | Buy |
846,246
+482,056
| +132% | +$33.9M | 0.01% | 1004 |
|
|
2025
Q2 | $23.6M | Buy |
364,190
+290,739
| +396% | +$14.3M | 0.01% | 1298 |
|
|
2025
Q1 | $3.38M | Buy |
73,451
+12,683
| +21% | +$788K | ﹤0.01% | 2719 |
|
|
2024
Q4 | $3.74M | Buy |
60,768
+12,762
| +27% | +$796K | ﹤0.01% | 2678 |
|
|
2024
Q3 | $1.92M | Buy |
48,006
+107
| +0.2% | +$3.56K | ﹤0.01% | 3076 |
|
|
2024
Q2 | $1.13M | Sell |
47,899
-2,661
| -5% | -$64.2K | ﹤0.01% | 3412 |
|
|
2024
Q1 | $1.36M | Buy |
50,560
+7,803
| +18% | +$231K | ﹤0.01% | 3256 |
|
|
2023
Q4 | $1.75M | Buy |
42,757
+2,947
| +7% | +$89.7K | ﹤0.01% | 3014 |
|
|
2023
Q3 | $1.14M | Sell |
39,810
-19,603
| -33% | -$788K | ﹤0.01% | 3243 |
|
|
2023
Q2 | $2.13M | Buy |
59,413
+13,075
| +28% | +$301K | ﹤0.01% | 2863 |
|
|
2023
Q1 | $736K | Buy |
46,338
+14,063
| +44% | +$237K | ﹤0.01% | 3591 |
|
|
2022
Q4 | $427K | Sell |
32,275
-3,766
| -10% | -$72.8K | ﹤0.01% | 3732 |
|
|
2022
Q3 | $749K | Sell |
36,041
-34,091
| -49% | -$917K | ﹤0.01% | 3428 |
|
|
2022
Q2 | $2.22M | Sell |
70,132
-1,648
| -2% | -$98.1K | ﹤0.01% | 2705 |
|
|
2022
Q1 | $7.83M | Buy |
71,780
+19,699
| +38% | +$2.27M | ﹤0.01% | 2049 |
|
|
2021
Q4 | $7.88M | Buy |
52,081
+6,533
| +14% | +$1.63M | ﹤0.01% | 2078 |
|
|
2021
Q3 | $14.4M | Buy |
45,548
+25,119
| +123% | +$4.95M | ﹤0.01% | 1915 |
|
|
2021
Q2 | $2.55M | Buy |
20,429
+19,185
| +1,542% | +$2.36M | ﹤0.01% | 3467 |
|
|
2021
Q1 | $161K | Buy |
+1,244
| New | +$95.4K | ﹤0.01% | 5257 |
|
Other funds holding UPST
VCM
VPM
CS
HFF