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Aster Capital Management’s Upbound Group UPBD Stock Holding History

Aster Capital Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06K Sell
50
-203
-80% -$3.79K ﹤0.01% 799
2026
Q1 		$6.06K Buy
+253
New +$4.93K ﹤0.01% 664
2025
Q4 		– Sell
-357
Closed -$8.44K – 1436
2025
Q3 		$8.44K Buy
+357
New +$8.81K ﹤0.01% 766

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aster Capital Management's UPBD Position: Q2 2026 in Review

Aster Capital Management reduced its Upbound Group (UPBD) stake by 80% in Q2 2026, selling an estimated $3.79K and leaving 50 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Aster Capital Management first reported a position in UPBD in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.44K in Q3 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Aster Capital Management held 50 shares of Upbound Group worth $1.06K as of Q2 2026.
  • Aster Capital Management sold 203 Upbound Group shares in Q2 2026, an estimated $3.79K.
  • Upbound Group made up ﹤0.01% of Aster Capital Management's portfolio in Q2 2026, its #799 holding.
  • Aster Capital Management first reported a position in Upbound Group in Q3 2025 and has held it in 3 quarters since.
  • Aster Capital Management's Upbound Group position peaked at $8.44K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.