C
UPBD icon

Covestor’s Upbound Group UPBD Stock Holding History

Covestor’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 		$11K Buy
512
+62
+14% +$1.16K 0.01% 1551
2026
Q1 		$8K Sell
450
-508
-53% -$9.9K 0.01% 1622
2025
Q4 		$17K Sell
958
-353
-27% -$6.83K 0.01% 1363
2025
Q3 		$31K Sell
1,311
-206
-14% -$5.09K 0.02% 1114
2025
Q2 		$38K Sell
1,517
-177
-10% -$4.13K 0.02% 1009
2025
Q1 		$40K Buy
1,694
+356
+27% +$9.78K 0.03% 931
2024
Q4 		$39K Buy
1,338
+202
+18% +$6.27K 0.02% 948
2024
Q3 		$37K Buy
1,136
+828
+269% +$26.6K 0.02% 983
2024
Q2 		$9K Buy
308
+3
+1% +$96 0.01% 1643
2024
Q1 		$11K Sell
305
-62
-17% -$2.07K 0.01% 1546
2023
Q4 		$12K Buy
367
+108
+42% +$3.22K 0.01% 1448
2023
Q3 		$7K Sell
259
-30
-10% -$936 0.01% 1646
2023
Q2 		$9K Buy
289
+281
+3,513% +$8.21K 0.01% 1537
2023
Q1 		$0 Hold
8
– – ﹤0.01% 2615
2022
Q4 		$0 Sell
8
-51
-86% -$1.09K ﹤0.01% 2633
2022
Q3 		$1K Buy
59
+41
+228% +$1.02K ﹤0.01% 1860
2022
Q2 		$0 Buy
18
+4
+29% +$100 ﹤0.01% 2389
2022
Q1 		$0 Sell
14
-9
-39% -$325 ﹤0.01% 2458
2021
Q4 		$1K Buy
+23
New +$1.15K ﹤0.01% 1968

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
VCM
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
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Covestor's UPBD Position: Q2 2026 in Review

Covestor increased its Upbound Group (UPBD) stake by 14% in Q2 2026, buying an estimated $1.16K and bringing the position to 512 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1551.

Covestor first reported a position in UPBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $40K in Q1 2025. 188 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Covestor held 512 shares of Upbound Group worth $11K as of Q2 2026.
  • Covestor bought 62 Upbound Group shares in Q2 2026, an estimated $1.16K.
  • Upbound Group made up 0.01% of Covestor's portfolio in Q2 2026, its #1551 holding.
  • Covestor first reported a position in Upbound Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Upbound Group position peaked at $40K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.