Boston Private Wealth LLC
- SEC CIK
- 0001626116
- Latest filing
- Jul 17, 2026
UPST holding history
Upstart Holdings, Inc. in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UPST overviewAll 13F holders of UPSTFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −21,224−100.0% | Sold out | Holders |
| Q1 2025 | 21,224 | $976.9K | <0.1% | +14+0.1% | Added | Holders |
| Q4 2024 | 21,210 | $1.31M | <0.1% | +21,210 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −26,300−100.0% | Sold out | Holders |
| Q2 2024 | 26,300 | $620.4K | <0.1% | −5,056−16.1% | Reduced | Holders |
| Q1 2024 | 31,356 | $843.2K | <0.1% | −21,213−40.4% | Reduced | Holders |
| Q4 2023 | 52,569 | $2.15M | 0.1% | +26,133+98.9% | Added | Holders |
| Q3 2023 | 26,436 | $754.5K | <0.1% | −90.0% | Reduced | Holders |
| Q2 2023 | 26,445 | $947.0K | <0.1% | −471−1.7% | Reduced | Holders |
| Q1 2023 | 26,916 | $427.7K | <0.1% | −469−1.7% | Reduced | Holders |
| Q4 2022 | 27,385 | $362.0K | <0.1% | −56−0.2% | Reduced | Holders |
| Q3 2022 | 27,441 | $571.0K | <0.1% | +27,441 | New | Holders |