Fidelity Investments’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 | $97.6M | Buy |
5,407,814
+210,458
| +4% | +$4.1M | 0.01% | 1192 |
|
|
2025
Q4 | $91.3M | Buy |
5,197,356
+269,536
| +5% | +$5.21M | ﹤0.01% | 1214 |
|
|
2025
Q3 | $116M | Buy |
4,927,820
+311,721
| +7% | +$7.7M | 0.01% | 1110 |
|
|
2025
Q2 | $116M | Sell |
4,616,099
-52,289
| -1% | -$1.22M | 0.01% | 1053 |
|
|
2025
Q1 | $112M | Buy |
4,668,388
+429,320
| +10% | +$11.8M | 0.01% | 1044 |
|
|
2024
Q4 | $124M | Sell |
4,239,068
-81,925
| -2% | -$2.54M | 0.01% | 1030 |
|
|
2024
Q3 | $138M | Sell |
4,320,993
-1,436,968
| -25% | -$46.2M | 0.01% | 961 |
|
|
2024
Q2 | $177M | Buy |
5,757,961
+118,364
| +2% | +$3.78M | 0.01% | 828 |
|
|
2024
Q1 | $199M | Sell |
5,639,597
-1,210,194
| -18% | -$40.4M | 0.01% | 791 |
|
|
2023
Q4 | $233M | Buy |
6,849,791
+654,028
| +11% | +$19.5M | 0.02% | 689 |
|
|
2023
Q3 | $182M | Sell |
6,195,763
-1,228,432
| -17% | -$38.3M | 0.02% | 735 |
|
|
2023
Q2 | $231M | Sell |
7,424,195
-935,117
| -11% | -$27.3M | 0.02% | 667 |
|
|
2023
Q1 | $205M | Buy |
8,359,312
+8,807
| +0.1% | +$227K | 0.02% | 698 |
|
|
2022
Q4 | $188M | Sell |
8,350,505
-450,311
| -5% | -$9.65M | 0.02% | 707 |
|
|
2022
Q3 | $154M | Buy |
8,800,816
+945,608
| +12% | +$23.5M | 0.02% | 773 |
|
|
2022
Q2 | $153M | Buy |
7,855,208
+2,011,123
| +34% | +$50.1M | 0.02% | 799 |
|
|
2022
Q1 | $147M | Buy |
5,844,085
+1,793,692
| +44% | +$64.8M | 0.01% | 905 |
|
|
2021
Q4 | $195M | Buy |
4,050,393
+468,210
| +13% | +$23.4M | 0.01% | 816 |
|
|
2021
Q3 | $201M | Buy |
3,582,183
+1,237,381
| +53% | +$72.8M | 0.02% | 807 |
|
|
2021
Q2 | $124M | Buy |
2,344,802
+528,848
| +29% | +$30.7M | 0.01% | 1022 |
|
|
2021
Q1 | $105M | Buy |
1,815,954
+1,218,961
| +204% | +$63.8M | 0.01% | 1045 |
|
|
2020
Q4 | $22.9M | Buy |
596,993
+257,755
| +76% | +$8.75M | ﹤0.01% | 1665 |
|
|
2020
Q3 | $10.1M | Buy |
339,238
+111,489
| +49% | +$3.3M | ﹤0.01% | 1832 |
|
|
2020
Q2 | $6.34M | Buy |
227,749
+195,036
| +596% | +$4.33M | ﹤0.01% | 1971 |
|
|
2020
Q1 | $462K | Buy |
32,713
+999
| +3% | +$24K | ﹤0.01% | 2446 |
|
|
2019
Q4 | $915K | Buy |
31,714
+31,257
| +6,840% | +$817K | ﹤0.01% | 2421 |
|
|
2019
Q3 | $11K | Sell |
457
-8
| -2% | -$210 | ﹤0.01% | 3219 |
|
|
2019
Q2 | $13K | Buy |
+465
| New | +$11K | ﹤0.01% | 3180 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 4229 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | +$15 | ﹤0.01% | 4183 |
|
|
2017
Q2 | – | Sell |
-1,203,655
| Closed | -$10.7M | – | 2673 |
|
|
2017
Q1 | $10.7M | Buy |
+1,203,655
| New | +$10.9M | ﹤0.01% | 1946 |
|
|
2016
Q3 | – | Sell |
-2,250,000
| Closed | -$27.6M | – | 2697 |
|
|
2016
Q2 | $27.6M | Sell |
2,250,000
-675,000
| -23% | -$9.09M | ﹤0.01% | 1529 |
|
|
2016
Q1 | $46.4M | Sell |
2,925,000
-4,375,000
| -60% | -$58.4M | 0.01% | 1280 |
|
|
2015
Q4 | $109M | Buy |
7,300,000
+1,800,000
| +33% | +$34.4M | 0.01% | 936 |
|
|
2015
Q3 | $133M | Hold |
5,500,000
| – | – | 0.02% | 827 |
|
|
2015
Q2 | $156M | Sell |
5,500,000
-656,367
| -11% | -$19.7M | 0.02% | 821 |
|
|
2015
Q1 | $169M | Sell |
6,156,367
-1,709,024
| -22% | -$52.1M | 0.02% | 767 |
|
|
2014
Q4 | $286M | Sell |
7,865,391
-483,400
| -6% | -$15.6M | 0.04% | 506 |
|
|
2014
Q3 | $253M | Sell |
8,348,791
-20,400
| -0.2% | -$549K | 0.03% | 545 |
|
|
2014
Q2 | $240M | Buy |
8,369,191
+489
| +0% | +$13.8K | 0.03% | 593 |
|
|
2014
Q1 | $223M | Sell |
8,368,702
-289,299
| -3% | -$7.84M | 0.03% | 606 |
|
|
2013
Q4 | $289M | Sell |
8,658,001
-5,080
| -0.1% | -$176K | 0.04% | 471 |
|
|
2013
Q3 | $330M | Sell |
8,663,081
-11,120
| -0.1% | -$429K | 0.05% | 418 |
|
|
2013
Q2 | $326M | Buy |
+8,674,201
| New | +$314M | 0.05% | 400 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
