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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aster Capital Management's UPBD Position: Q1 2026 in Review

Aster Capital Management opened a new position in Upbound Group (UPBD) in Q1 2026: 253 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in UPBD as recently as Q3 2025.

Aster Capital Management first reported a position in UPBD in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.44K in Q3 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Aster Capital Management held 253 shares of Upbound Group worth $6.06K as of Q1 2026.
  • Upbound Group was a new Aster Capital Management position in Q1 2026.
  • Upbound Group made up ﹤0.01% of Aster Capital Management's portfolio in Q1 2026, its #664 holding.
  • Aster Capital Management first reported a position in Upbound Group in Q3 2025 and has held it in 2 quarters since.
  • Aster Capital Management's Upbound Group position peaked at $8.44K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.