MCM
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Manchester Capital Management’s Upbound Group UPBD Stock Holding History

Manchester Capital Management’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 		– Sell
-15
Closed -$264 – 1393
2025
Q4 		$264 Buy
+15
New +$290 ﹤0.01% 1291
2014
Q4 		– Sell
-400
Closed -$12K – 1136
2014
Q3 		$12K Hold
400
– – ﹤0.01% 935
2014
Q2 		$11K Hold
400
– – ﹤0.01% 930
2014
Q1 		$11K Buy
400
+150
+60% +$4.06K ﹤0.01% 834
2013
Q4 		$8K Buy
+250
New +$8.65K ﹤0.01% 819

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

Manchester Capital Management's UPBD Position: Q1 2026 in Review

Manchester Capital Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 15 shares — an estimated $264 sold.

Manchester Capital Management first reported a position in UPBD in Q4 2013 and held it in 5 quarters. The position peaked at $12K in Q3 2014. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Manchester Capital Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Manchester Capital Management sold 15 Upbound Group shares in Q1 2026, an estimated $264.
  • Manchester Capital Management first reported a position in Upbound Group in Q4 2013 and held it in 5 quarters.
  • Manchester Capital Management's Upbound Group position peaked at $12K in Q3 2014.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.