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Bridgewater Associates’s Upbound Group UPBD Stock Holding History

Bridgewater Associates’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
2025
Q4 		– Sell
-123,302
Closed -$2.91M – 1184
2025
Q3 		$2.91M Buy
+123,302
New +$3.04M 0.01% 630
2024
Q3 		– Sell
-21,726
Closed -$667K – 929
2024
Q2 		$667K Buy
+21,726
New +$694K ﹤0.01% 722
2023
Q3 		– Sell
-11,821
Closed -$368K – 811
2023
Q2 		$368K Sell
11,821
-148
-1% -$4.33K ﹤0.01% 672
2023
Q1 		$293K Buy
+11,969
New +$308K ﹤0.01% 677

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return