BlackRock’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $148M | Buy |
8,208,065
+71,082
| +0.9% | +$1.39M | ﹤0.01% | 1860 |
|
|
2025
Q4 | $143M | Buy |
8,136,983
+150,906
| +2% | +$2.92M | ﹤0.01% | 1887 |
|
|
2025
Q3 | $189M | Sell |
7,986,077
-189,561
| -2% | -$4.68M | ﹤0.01% | 1694 |
|
|
2025
Q2 | $205M | Sell |
8,175,638
-805,140
| -9% | -$18.8M | ﹤0.01% | 1614 |
|
|
2025
Q1 | $215M | Sell |
8,980,778
-60,800
| -0.7% | -$1.67M | ﹤0.01% | 1562 |
|
|
2024
Q4 | $264M | Buy |
9,041,578
+360,372
| +4% | +$11.2M | 0.01% | 1504 |
|
|
2024
Q3 | $278M | Buy |
8,681,206
+735,285
| +9% | +$23.6M | 0.01% | 1466 |
|
|
2024
Q2 | $244M | Sell |
7,945,921
-45,684
| -0.6% | -$1.46M | 0.01% | 1487 |
|
|
2024
Q1 | $281M | Sell |
7,991,605
-3,143
| -0% | -$105K | 0.01% | 1421 |
|
|
2023
Q4 | $272M | Buy |
7,994,748
+178,047
| +2% | +$5.3M | 0.01% | 1437 |
|
|
2023
Q3 | $230M | Sell |
7,816,701
-215,288
| -3% | -$6.71M | 0.01% | 1437 |
|
|
2023
Q2 | $250M | Buy |
8,031,989
+169,037
| +2% | +$4.94M | 0.01% | 1424 |
|
|
2023
Q1 | $193M | Sell |
7,862,952
-97,701
| -1% | -$2.52M | 0.01% | 1568 |
|
|
2022
Q4 | $180M | Sell |
7,960,653
-158,407
| -2% | -$3.39M | 0.01% | 1618 |
|
|
2022
Q3 | $142M | Sell |
8,119,060
-162,454
| -2% | -$4.05M | ﹤0.01% | 1720 |
|
|
2022
Q2 | $161M | Sell |
8,281,514
-1,258,283
| -13% | -$31.3M | 0.01% | 1692 |
|
|
2022
Q1 | $240M | Sell |
9,539,797
-152,437
| -2% | -$5.51M | 0.01% | 1530 |
|
|
2021
Q4 | $466M | Sell |
9,692,234
-47,002
| -0.5% | -$2.35M | 0.01% | 1083 |
|
|
2021
Q3 | $547M | Sell |
9,739,236
-74,279
| -0.8% | -$4.37M | 0.02% | 907 |
|
|
2021
Q2 | $521M | Buy |
9,813,515
+1,723,768
| +21% | +$100M | 0.01% | 981 |
|
|
2021
Q1 | $466M | Buy |
8,089,747
+354,346
| +5% | +$18.5M | 0.01% | 1066 |
|
|
2020
Q4 | $296M | Buy |
7,735,401
+469,755
| +6% | +$16M | 0.01% | 1317 |
|
|
2020
Q3 | $217M | Buy |
7,265,646
+64,779
| +0.9% | +$1.92M | 0.01% | 1321 |
|
|
2020
Q2 | $200M | Buy |
7,200,867
+34,174
| +0.5% | +$759K | 0.01% | 1367 |
|
|
2020
Q1 | $101M | Sell |
7,166,693
-190,195
| -3% | -$4.58M | 0.01% | 1637 |
|
|
2019
Q4 | $212M | Buy |
7,356,888
+129,738
| +2% | +$3.39M | 0.01% | 1439 |
|
|
2019
Q3 | $186M | Buy |
7,227,150
+443,440
| +7% | +$11.6M | 0.01% | 1455 |
|
|
2019
Q2 | $181M | Buy |
6,783,710
+94,487
| +1% | +$2.25M | 0.01% | 1511 |
|
|
2019
Q1 | $140M | Buy |
6,689,223
+45,237
| +0.7% | +$834K | 0.01% | 1668 |
|
|
2018
Q4 | $108M | Buy |
6,643,986
+139,757
| +2% | +$2.03M | 0.01% | 1744 |
|
|
2018
Q3 | $93.5M | Sell |
6,504,229
-562,653
| -8% | -$8.27M | ﹤0.01% | 2018 |
|
|
2018
Q2 | $104M | Buy |
7,066,882
+566,292
| +9% | +$6.14M | ﹤0.01% | 1909 |
|
|
2018
Q1 | $56.1M | Buy |
6,500,590
+30,285
| +0.5% | +$291K | ﹤0.01% | 2202 |
|
|
2017
Q4 | $71.8M | Buy |
6,470,305
+145,831
| +2% | +$1.6M | ﹤0.01% | 2068 |
|
|
2017
Q3 | $72.6M | Buy |
6,324,474
+31,138
| +0.5% | +$385K | ﹤0.01% | 2051 |
|
|
2017
Q2 | $73.8M | Sell |
6,293,336
-267,926
| -4% | -$3.03M | ﹤0.01% | 1997 |
|
|
2017
Q1 | $58.2M | Buy |
6,561,262
+6,545,031
| +40,324% | +$59.5M | ﹤0.01% | 2121 |
|
|
2016
Q4 | $182K | Sell |
16,231
-601
| -4% | -$6.69K | ﹤0.01% | 2203 |
|
|
2016
Q3 | $213K | Sell |
16,832
-1,470
| -8% | -$18.4K | ﹤0.01% | 2122 |
|
|
2016
Q2 | $225K | Buy |
18,302
+9,421
| +106% | +$127K | ﹤0.01% | 2034 |
|
|
2016
Q1 | $141K | Sell |
8,881
-13,157
| -60% | -$176K | ﹤0.01% | 1842 |
|
|
2015
Q4 | $331K | Buy |
22,038
+956
| +5% | +$18.3K | ﹤0.01% | 1589 |
|
|
2015
Q3 | $511K | Buy |
21,082
+65
| +0.3% | +$1.75K | ﹤0.01% | 1502 |
|
|
2015
Q2 | $596K | Buy |
21,017
+228
| +1% | +$6.84K | ﹤0.01% | 1508 |
|
|
2015
Q1 | $570K | Buy |
20,789
+15,420
| +287% | +$470K | ﹤0.01% | 1503 |
|
|
2014
Q4 | $195K | Hold |
5,369
| – | – | ﹤0.01% | 1528 |
|
|
2014
Q3 | $163K | Sell |
5,369
-5,582
| -51% | -$150K | ﹤0.01% | 1576 |
|
|
2014
Q2 | $314K | Sell |
10,951
-196
| -2% | -$5.54K | ﹤0.01% | 1404 |
|
|
2014
Q1 | $296K | Buy |
11,147
+4,148
| +59% | +$112K | ﹤0.01% | 1447 |
|
|
2013
Q4 | $234K | Sell |
6,999
-18
| -0.3% | -$623 | ﹤0.01% | 1564 |
|
|
2013
Q3 | $267K | Sell |
7,017
-5
| -0.1% | -$193 | ﹤0.01% | 1433 |
|
|
2013
Q2 | $264K | Buy |
+7,022
| New | +$254K | ﹤0.01% | 1420 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
