UBS Group’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 | $3.98M | Buy |
220,238
+143,240
| +186% | +$2.79M | ﹤0.01% | 4308 |
|
|
2025
Q4 | $1.35M | Sell |
76,998
-43,668
| -36% | -$844K | ﹤0.01% | 5314 |
|
|
2025
Q3 | $2.85M | Buy |
120,666
+15,196
| +14% | +$375K | ﹤0.01% | 4630 |
|
|
2025
Q2 | $2.65M | Sell |
105,470
-3,488
| -3% | -$81.5K | ﹤0.01% | 4527 |
|
|
2025
Q1 | $2.61M | Sell |
108,958
-8,784
| -7% | -$241K | ﹤0.01% | 4462 |
|
|
2024
Q4 | $3.43M | Buy |
117,742
+69,611
| +145% | +$2.16M | ﹤0.01% | 4198 |
|
|
2024
Q3 | $1.54M | Sell |
48,131
-15,866
| -25% | -$510K | ﹤0.01% | 4249 |
|
|
2024
Q2 | $1.96M | Sell |
63,997
-37,562
| -37% | -$1.2M | ﹤0.01% | 3784 |
|
|
2024
Q1 | $3.58M | Buy |
101,559
+1,514
| +2% | +$50.6K | ﹤0.01% | 3335 |
|
|
2023
Q4 | $3.4M | Buy |
100,045
+39,681
| +66% | +$1.18M | ﹤0.01% | 3195 |
|
|
2023
Q3 | $1.78M | Sell |
60,364
-21,459
| -26% | -$669K | ﹤0.01% | 3553 |
|
|
2023
Q2 | $2.55M | Buy |
81,823
+18,947
| +30% | +$554K | ﹤0.01% | 3295 |
|
|
2023
Q1 | $1.54M | Sell |
62,876
-54,276
| -46% | -$1.4M | ﹤0.01% | 3698 |
|
|
2022
Q4 | $2.64M | Buy |
117,152
+46,259
| +65% | +$991K | ﹤0.01% | 3117 |
|
|
2022
Q3 | $1.24M | Sell |
70,893
-3,683
| -5% | -$91.7K | ﹤0.01% | 3566 |
|
|
2022
Q2 | $1.45M | Buy |
74,576
+68,238
| +1,077% | +$1.7M | ﹤0.01% | 3407 |
|
|
2022
Q1 | $159K | Sell |
6,338
-35,183
| -85% | -$1.27M | ﹤0.01% | 5543 |
|
|
2021
Q4 | $1.99M | Buy |
41,521
+32,028
| +337% | +$1.6M | ﹤0.01% | 3732 |
|
|
2021
Q3 | $534K | Sell |
9,493
-2,961
| -24% | -$174K | ﹤0.01% | 4692 |
|
|
2021
Q2 | $661K | Sell |
12,454
-36,998
| -75% | -$2.15M | ﹤0.01% | 4523 |
|
|
2021
Q1 | $2.85M | Buy |
49,452
+16,162
| +49% | +$846K | ﹤0.01% | 3197 |
|
|
2020
Q4 | $1.27M | Sell |
33,290
-19,643
| -37% | -$667K | ﹤0.01% | 3820 |
|
|
2020
Q3 | $1.58M | Buy |
52,933
+8,235
| +18% | +$244K | ﹤0.01% | 3276 |
|
|
2020
Q2 | $1.24M | Sell |
44,698
-38,845
| -46% | -$863K | ﹤0.01% | 3318 |
|
|
2020
Q1 | $1.18M | Sell |
83,543
-32,124
| -28% | -$773K | ﹤0.01% | 3218 |
|
|
2019
Q4 | $3.34M | Buy |
115,667
+102,205
| +759% | +$2.67M | ﹤0.01% | 3019 |
|
|
2019
Q3 | $347K | Buy |
13,462
+7,883
| +141% | +$207K | ﹤0.01% | 4839 |
|
|
2019
Q2 | $149K | Sell |
5,579
-169,992
| -97% | -$4.04M | ﹤0.01% | 5113 |
|
|
2019
Q1 | $3.66M | Buy |
175,571
+159,299
| +979% | +$2.94M | ﹤0.01% | 2465 |
|
|
2018
Q4 | $263K | Sell |
16,272
-39,923
| -71% | -$580K | ﹤0.01% | 4744 |
|
|
2018
Q3 | $808K | Buy |
56,195
+12,525
| +29% | +$184K | ﹤0.01% | 4037 |
|
|
2018
Q2 | $643K | Sell |
43,670
-27,502
| -39% | -$298K | ﹤0.01% | 4132 |
|
|
2018
Q1 | $615K | Sell |
71,172
-38,413
| -35% | -$369K | ﹤0.01% | 4071 |
|
|
2017
Q4 | $1.22M | Buy |
109,585
+64,097
| +141% | +$702K | ﹤0.01% | 3610 |
|
|
2017
Q3 | $522K | Sell |
45,488
-13,668
| -23% | -$169K | ﹤0.01% | 4184 |
|
|
2017
Q2 | $693K | Sell |
59,156
-247,303
| -81% | -$2.8M | ﹤0.01% | 3884 |
|
|
2017
Q1 | $2.72M | Buy |
306,459
+300,950
| +5,463% | +$2.74M | ﹤0.01% | 2645 |
|
|
2016
Q4 | $62K | Buy |
5,509
+1,897
| +53% | +$21.1K | ﹤0.01% | 5656 |
|
|
2016
Q3 | $46K | Sell |
3,612
-28,011
| -89% | -$350K | ﹤0.01% | 5591 |
|
|
2016
Q2 | $388K | Buy |
31,623
+2,288
| +8% | +$30.8K | ﹤0.01% | 4087 |
|
|
2016
Q1 | $465K | Buy |
29,335
+6,881
| +31% | +$91.8K | ﹤0.01% | 3832 |
|
|
2015
Q4 | $336K | Buy |
22,454
+19,772
| +737% | +$378K | ﹤0.01% | 4264 |
|
|
2015
Q3 | $65K | Sell |
2,682
-800
| -23% | -$21.5K | ﹤0.01% | 5589 |
|
|
2015
Q2 | $99K | Buy |
3,482
+1,708
| +96% | +$51.3K | ﹤0.01% | 5414 |
|
|
2015
Q1 | $48K | Sell |
1,774
-934
| -34% | -$28.5K | ﹤0.01% | 6094 |
|
|
2014
Q4 | $99K | Buy |
+2,708
| New | +$87.2K | ﹤0.01% | 5713 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
