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MQS Management’s Upbound Group UPBD Stock Holding History

MQS 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
-11,844
Closed -$208K – 592
2025
Q4 		$208K Buy
+11,844
New +$229K 0.12% 355
2025
Q2 		– Sell
-8,426
Closed -$202K – 661
2025
Q1 		$202K Buy
+8,426
New +$231K 0.12% 370
2024
Q4 		– Sell
-11,805
Closed -$378K – 382
2024
Q3 		$378K Buy
11,805
+2,234
+23% +$71.8K 0.21% 207
2024
Q2 		$294K Buy
+9,571
New +$306K 0.18% 256

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MQS Management's UPBD Position: Q1 2026 in Review

MQS Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 11,844 shares — an estimated $208K sold.

MQS Management first reported a position in UPBD in Q2 2024 and held it in 4 quarters. The position peaked at $378K in Q3 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • MQS Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • MQS Management sold 11,844 Upbound Group shares in Q1 2026, an estimated $208K.
  • MQS Management first reported a position in Upbound Group in Q2 2024 and held it in 4 quarters.
  • MQS Management's Upbound Group position peaked at $378K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.