Morgan Stanley’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 | $14.1M | Sell |
783,721
-24,656
| -3% | -$480K | ﹤0.01% | 3272 |
|
|
2025
Q4 | $14.2M | Buy |
808,377
+39,894
| +5% | +$771K | ﹤0.01% | 3265 |
|
|
2025
Q3 | $18.2M | Sell |
768,483
-36,051
| -4% | -$890K | ﹤0.01% | 2972 |
|
|
2025
Q2 | $20.2M | Buy |
804,534
+270,916
| +51% | +$6.33M | ﹤0.01% | 2796 |
|
|
2025
Q1 | $12.8M | Sell |
533,618
-78,820
| -13% | -$2.16M | ﹤0.01% | 3118 |
|
|
2024
Q4 | $17.9M | Sell |
612,438
-19,819
| -3% | -$615K | ﹤0.01% | 2866 |
|
|
2024
Q3 | $20.2M | Sell |
632,257
-24,984
| -4% | -$803K | ﹤0.01% | 2793 |
|
|
2024
Q2 | $20.2M | Buy |
657,241
+142,236
| +28% | +$4.54M | ﹤0.01% | 2659 |
|
|
2024
Q1 | $18.1M | Sell |
515,005
-605,219
| -54% | -$20.2M | ﹤0.01% | 2803 |
|
|
2023
Q4 | $38.1M | Buy |
1,120,224
+707,627
| +172% | +$21.1M | ﹤0.01% | 2735 |
|
|
2023
Q3 | $12.2M | Sell |
412,597
-105,643
| -20% | -$3.29M | ﹤0.01% | 2940 |
|
|
2023
Q2 | $16.1M | Buy |
518,240
+106,438
| +26% | +$3.11M | ﹤0.01% | 2694 |
|
|
2023
Q1 | $10.1M | Buy |
411,802
+1,109
| +0.3% | +$28.5K | ﹤0.01% | 3130 |
|
|
2022
Q4 | $9.26M | Sell |
410,693
-193,063
| -32% | -$4.14M | ﹤0.01% | 3165 |
|
|
2022
Q3 | $10.6M | Buy |
603,756
+32,500
| +6% | +$809K | ﹤0.01% | 2912 |
|
|
2022
Q2 | $11.1M | Buy |
571,256
+44,821
| +9% | +$1.12M | ﹤0.01% | 2965 |
|
|
2022
Q1 | $13.3M | Buy |
526,435
+139,815
| +36% | +$5.05M | ﹤0.01% | 2569 |
|
|
2021
Q4 | $18.6M | Sell |
386,620
-113,836
| -23% | -$5.69M | ﹤0.01% | 2238 |
|
|
2021
Q3 | $28.1M | Buy |
500,456
+63,854
| +15% | +$3.76M | ﹤0.01% | 1739 |
|
|
2021
Q2 | $23.2M | Buy |
436,602
+79,661
| +22% | +$4.63M | ﹤0.01% | 1993 |
|
|
2021
Q1 | $20.6M | Sell |
356,941
-118,066
| -25% | -$6.18M | ﹤0.01% | 1880 |
|
|
2020
Q4 | $18.2M | Buy |
475,007
+5,427
| +1% | +$184K | ﹤0.01% | 1894 |
|
|
2020
Q3 | $14M | Buy |
469,580
+241,703
| +106% | +$7.15M | ﹤0.01% | 1740 |
|
|
2020
Q2 | $6.34M | Buy |
227,877
+63,352
| +39% | +$1.41M | ﹤0.01% | 2431 |
|
|
2020
Q1 | $2.33M | Sell |
164,525
-415,091
| -72% | -$9.99M | ﹤0.01% | 3231 |
|
|
2019
Q4 | $16.7M | Sell |
579,616
-97,860
| -14% | -$2.56M | ﹤0.01% | 1827 |
|
|
2019
Q3 | $17.5M | Sell |
677,476
-698,743
| -51% | -$18.3M | ﹤0.01% | 1596 |
|
|
2019
Q2 | $36.6M | Buy |
1,376,219
+682,982
| +99% | +$16.2M | 0.01% | 1040 |
|
|
2019
Q1 | $14.5M | Buy |
693,237
+24,298
| +4% | +$448K | ﹤0.01% | 1707 |
|
|
2018
Q4 | $10.8M | Sell |
668,939
-251,457
| -27% | -$3.65M | ﹤0.01% | 2044 |
|
|
2018
Q3 | $13.2M | Buy |
920,396
+234,340
| +34% | +$3.44M | ﹤0.01% | 2115 |
|
|
2018
Q2 | $10.1M | Sell |
686,056
-752,951
| -52% | -$8.16M | ﹤0.01% | 2371 |
|
|
2018
Q1 | $12.4M | Buy |
1,439,007
+694,660
| +93% | +$6.67M | ﹤0.01% | 2132 |
|
|
2017
Q4 | $8.26M | Buy |
744,347
+351,634
| +90% | +$3.85M | ﹤0.01% | 2596 |
|
|
2017
Q3 | $4.51M | Buy |
392,713
+318,581
| +430% | +$3.94M | ﹤0.01% | 3064 |
|
|
2017
Q2 | $870K | Sell |
74,132
-3,816
| -5% | -$43.1K | ﹤0.01% | 4474 |
|
|
2017
Q1 | $692K | Sell |
77,948
-916,310
| -92% | -$8.33M | ﹤0.01% | 4640 |
|
|
2016
Q4 | $11.2M | Sell |
994,258
-401,964
| -29% | -$4.48M | ﹤0.01% | 2129 |
|
|
2016
Q3 | $17.6M | Sell |
1,396,222
-315,328
| -18% | -$3.94M | 0.01% | 1558 |
|
|
2016
Q2 | $21M | Buy |
1,711,550
+554,656
| +48% | +$7.47M | 0.01% | 1387 |
|
|
2016
Q1 | $18.3M | Buy |
1,156,894
+745,169
| +181% | +$9.94M | 0.01% | 1368 |
|
|
2015
Q4 | $6.17M | Buy |
411,725
+377,761
| +1,112% | +$7.21M | ﹤0.01% | 2446 |
|
|
2015
Q3 | $824K | Sell |
33,964
-306,045
| -90% | -$8.22M | ﹤0.01% | 4270 |
|
|
2015
Q2 | $9.64M | Buy |
340,009
+249,366
| +275% | +$7.48M | ﹤0.01% | 2148 |
|
|
2015
Q1 | $2.49M | Buy |
90,643
+57,607
| +174% | +$1.76M | ﹤0.01% | 3396 |
|
|
2014
Q4 | $1.2M | Sell |
33,036
-5,079
| -13% | -$164K | ﹤0.01% | 4000 |
|
|
2014
Q3 | $1.16M | Sell |
38,115
-30,020
| -44% | -$807K | ﹤0.01% | 3917 |
|
|
2014
Q2 | $1.95M | Buy |
68,135
+37,581
| +123% | +$1.06M | ﹤0.01% | 3501 |
|
|
2014
Q1 | $813K | Sell |
30,554
-61,323
| -67% | -$1.66M | ﹤0.01% | 4170 |
|
|
2013
Q4 | $3.06M | Sell |
91,877
-57,888
| -39% | -$2M | ﹤0.01% | 3035 |
|
|
2013
Q3 | $5.71M | Sell |
149,765
-45,431
| -23% | -$1.75M | ﹤0.01% | 2288 |
|
|
2013
Q2 | $7.33M | Buy |
+195,196
| New | +$7.07M | ﹤0.01% | 1965 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
Morgan Stanley's UPBD Position: Q1 2026 in Review
Morgan Stanley reduced its Upbound Group (UPBD) stake by 3.1% in Q1 2026, selling an estimated $480K and leaving 783,721 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3272.
Morgan Stanley first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.1M in Q4 2023. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.
- Morgan Stanley held 783,721 shares of Upbound Group worth $14.1M as of Q1 2026.
- Morgan Stanley sold 24,656 Upbound Group shares in Q1 2026, an estimated $480K.
- Upbound Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3272 holding.
- Morgan Stanley first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Upbound Group position peaked at $38.1M in Q4 2023.
- 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.