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Harbour Investments’s Upbound Group UPBD Stock Holding History

Harbour Investments’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
-3,257
Closed -$77K – 4021
2025
Q3 		$77K Sell
3,257
-100
-3% -$2.47K ﹤0.01% 1689
2025
Q2 		$84.3K Hold
3,357
– – ﹤0.01% 1579
2025
Q1 		$80.4K Hold
3,357
– – ﹤0.01% 1542
2024
Q4 		$97.9K Hold
3,357
– – ﹤0.01% 1367
2024
Q3 		$107K Buy
3,357
+572
+21% +$18.4K ﹤0.01% 1281
2024
Q2 		$85.5K Hold
2,785
– – ﹤0.01% 1305
2024
Q1 		$98.1K Hold
2,785
– – ﹤0.01% 1228
2023
Q4 		$94.6K Sell
2,785
-1,420
-34% -$42.3K ﹤0.01% 1157
2023
Q3 		$124K Sell
4,205
-1,774
-30% -$55.3K 0.01% 969
2023
Q2 		$186K Buy
5,979
+355
+6% +$10.4K 0.01% 822
2023
Q1 		$138K Hold
5,624
– – 0.01% 912
2022
Q4 		$127K Buy
5,624
+100
+2% +$2.14K 0.01% 914
2022
Q3 		$107K Hold
5,524
– – 0.01% 934
2022
Q2 		$107K Buy
+5,524
New +$137K 0.01% 934
2021
Q4 		– Sell
-1,711
Closed -$96K – 3647
2021
Q3 		$96K Sell
1,711
-94
-5% -$5.53K ﹤0.01% 1401
2021
Q2 		$96K Buy
1,805
+303
+20% +$17.6K ﹤0.01% 1422
2021
Q1 		$87K Buy
+1,502
New +$78.6K ﹤0.01% 1373

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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

Harbour Investments's UPBD Position: Q4 2025 in Review

Harbour Investments sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 3,257 shares — an estimated $77K sold.

Harbour Investments first reported a position in UPBD in Q1 2021 and held it in 17 quarters. The position peaked at $186K in Q2 2023. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Harbour Investments reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 3,257 Upbound Group shares in Q4 2025, an estimated $77K.
  • Harbour Investments first reported a position in Upbound Group in Q1 2021 and held it in 17 quarters.
  • Harbour Investments's Upbound Group position peaked at $186K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.