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Stone House Investment Management’s Upbound Group UPBD Stock Holding History

Stone House Investment 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 		$2.54K Buy
141
+83
+143% +$1.62K ﹤0.01% 558
2025
Q4 		$1.02K Sell
58
-25
-30% -$483 ﹤0.01% 637
2025
Q3 		$1.96K Buy
+83
New +$2.05K ﹤0.01% 488

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

Stone House Investment Management's UPBD Position: Q1 2026 in Review

Stone House Investment Management increased its Upbound Group (UPBD) stake by 143% in Q1 2026, buying an estimated $1.62K and bringing the position to 141 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Stone House Investment Management first reported a position in UPBD in Q3 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Stone House Investment Management held 141 shares of Upbound Group worth $2.54K as of Q1 2026.
  • Stone House Investment Management bought 83 Upbound Group shares in Q1 2026, an estimated $1.62K.
  • Upbound Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #558 holding.
  • Stone House Investment Management first reported a position in Upbound Group in Q3 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.