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Shell Asset Management’s Upbound Group UPBD Stock Holding History

Shell Asset 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
2025
Q3 		$57K Sell
2,428
-3,633
-60% -$89.7K 0.01% 824
2025
Q2 		$152K Sell
6,061
-1,477
-20% -$34.5K 0.01% 860
2025
Q1 		$181K Sell
7,538
-327
-4% -$8.98K 0.01% 829
2024
Q4 		$229K Hold
7,865
– – 0.01% 784
2024
Q3 		$252K Buy
+7,865
New +$253K 0.01% 750
2024
Q1 		$255K Sell
8,314
-844
-9% -$28.2K 0.01% 734
2023
Q4 		$311K Sell
9,158
-2,749
-23% -$81.9K 0.01% 702
2023
Q3 		$351K Buy
11,907
+7,320
+160% +$228K 0.01% 704
2023
Q2 		$143K Sell
4,587
-27
-0.6% -$789 0.01% 1029
2023
Q1 		$113K Sell
4,614
-16
-0.3% -$412 ﹤0.01% 1071
2022
Q4 		$104K Sell
4,630
-979
-17% -$21K ﹤0.01% 1145
2022
Q3 		$98K Sell
5,609
-1,458
-21% -$36.3K ﹤0.01% 1242
2022
Q2 		$137K Buy
7,067
+18
+0.3% +$448 ﹤0.01% 1213
2022
Q1 		$178K Sell
7,049
-1,039
-13% -$37.5K ﹤0.01% 1189
2021
Q4 		$389K Buy
8,088
+31
+0.4% +$1.55K 0.01% 1005
2021
Q3 		$453K Sell
8,057
-350
-4% -$20.6K 0.01% 919
2021
Q2 		$446K Buy
8,407
+450
+6% +$26.1K 0.01% 966
2021
Q1 		$459K Sell
7,957
-50
-0.6% -$2.62K 0.01% 889
2020
Q4 		$307K Hold
8,007
– – 0.01% 995
2020
Q3 		$239K Hold
8,007
– – 0.01% 988
2020
Q2 		$223K Sell
8,007
-65
-0.8% -$1.44K 0.01% 1000
2020
Q1 		$114K Sell
8,072
-122
-1% -$2.94K ﹤0.01% 1106
2019
Q4 		$236K Sell
8,194
-157
-2% -$4.1K 0.01% 1104
2019
Q3 		$215K Buy
+8,351
New +$219K ﹤0.01% 1114

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Shell Asset Management's UPBD Position: Q3 2025 in Review

Shell Asset Management reduced its Upbound Group (UPBD) stake by 60% in Q3 2025, selling an estimated $89.7K and leaving 2,428 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #824.

Shell Asset Management first reported a position in UPBD in Q3 2019 and has held it in 24 quarters since. The position peaked at $459K in Q1 2021. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Shell Asset Management held 2,428 shares of Upbound Group worth $57K as of Q3 2025.
  • Shell Asset Management sold 3,633 Upbound Group shares in Q3 2025, an estimated $89.7K.
  • Upbound Group made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #824 holding.
  • Shell Asset Management first reported a position in Upbound Group in Q3 2019 and has held it in 24 quarters since.
  • Shell Asset Management's Upbound Group position peaked at $459K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.