Handelsbanken Fonder’s Upbound Group UPBD Stock Holding History

Handelsbanken Fonder’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	-9,452	Closed	-$223K	–	1553
2025 Q3	$223K	Hold	9,452	–	–	﹤0.01%	1474
2025 Q2	$237K	Hold	9,452	–	–	﹤0.01%	1473
2025 Q1	$226K	Hold	9,452	–	–	﹤0.01%	1478
2024 Q4	$276K	Hold	9,452	–	–	﹤0.01%	1476
2024 Q3	$302K	Hold	9,452	–	–	﹤0.01%	1411
2024 Q2	$290K	Hold	9,452	–	–	﹤0.01%	1403
2024 Q1	$333K	Hold	9,452	–	–	﹤0.01%	1351
2023 Q4	$321K	Hold	9,452	–	–	﹤0.01%	1365
2023 Q3	$278K	Hold	9,452	–	–	﹤0.01%	1347
2023 Q2	$294K	Hold	9,452	–	–	﹤0.01%	1359
2023 Q1	$232K	Hold	9,452	–	–	﹤0.01%	1407
2022 Q4	$213K	Buy	+9,452	New	+$203K	﹤0.01%	1409
2022 Q2	–	Sell	-9,452	Closed	-$238K	–	1693
2022 Q1	$238K	Hold	9,452	–	–	﹤0.01%	1596
2021 Q4	$454K	Hold	9,452	–	–	﹤0.01%	1414
2021 Q3	$531K	Buy	9,452 +500	+6%	+$29.4K	﹤0.01%	1329
2021 Q2	$475K	Buy	8,952 +700	+8%	+$40.7K	﹤0.01%	1422
2021 Q1	$476K	Hold	8,252	–	–	﹤0.01%	1230
2020 Q4	$316K	Hold	8,252	–	–	﹤0.01%	1383
2020 Q3	$247K	Hold	8,252	–	–	﹤0.01%	1324
2020 Q2	$230K	Buy	+8,252	New	+$183K	﹤0.01%	1341

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Handelsbanken Fonder's UPBD Position: Q4 2025 in Review

Handelsbanken Fonder sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 9,452 shares — an estimated $223K sold.

Handelsbanken Fonder first reported a position in UPBD in Q2 2020 and held it in 20 quarters. The position peaked at $531K in Q3 2021. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

Handelsbanken Fonder reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
Handelsbanken Fonder sold 9,452 Upbound Group shares in Q4 2025, an estimated $223K.
Handelsbanken Fonder first reported a position in Upbound Group in Q2 2020 and held it in 20 quarters.
Handelsbanken Fonder's Upbound Group position peaked at $531K in Q3 2021.
237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Handelsbanken Fonder's 13F filing for Q4 2025, filed 6 Feb 2026.