MM
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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 $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