KK
UPBD icon

KLP Kapitalforvaltning’s Upbound Group UPBD Stock Holding History

KLP Kapitalforvaltning’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
Q1 		$213K Buy
11,800
+1,100
+10% +$21.4K ﹤0.01% 1798
2025
Q4 		$191K Hold
10,700
– – ﹤0.01% 1853
2025
Q3 		$256K Hold
10,700
– – ﹤0.01% 1715
2025
Q2 		$272K Buy
10,700
+2,100
+24% +$49.1K ﹤0.01% 1641
2025
Q1 		$206K Sell
8,600
-8,000
-48% -$220K ﹤0.01% 1731
2024
Q4 		$490K Buy
+16,600
New +$515K ﹤0.01% 1397

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return