Upstart Hldgs shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 5.5k | 50.80 |
| 2025-06-30 | $339k | 5.2k | 64.68 |
| 2025-03-31 | $217k | 4.7k | 46.03 |
| 2024-12-31 | $291k | 4.7k | 61.57 |
| 2023-12-31 | $192k | 4.7k | 40.91 |
| 2023-09-30 | $134k | 4.7k | 28.55 |
| 2023-06-30 | $159k | 4.5k | 35.70 |
| 2023-03-31 | $61k | 3.8k | 15.98 |
| 2022-12-31 | $5.0k | 353 | 14.16 |
| 2022-09-30 | $16k | 753 | 21.25 |
| 2022-06-30 | $11k | 363 | 30.30 |
| 2022-03-31 | $39k | 353 | 110.48 |
| 2021-12-31 | $15k | 100 | 150.00 |
More positions owned by Tradition Wealth Management
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