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Clearstead Advisors’s Upbound Group UPBD Stock Holding History

Clearstead Advisors’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
Q2 		$28.5K Buy
1,344
+144
+12% +$2.69K ﹤0.01% 1682
2026
Q1 		$21.7K Hold
1,200
– – ﹤0.01% 1440
2025
Q4 		$21.1K Sell
1,200
-143
-11% -$2.77K ﹤0.01% 1688
2025
Q3 		$31.7K Sell
1,343
-38
-3% -$938 ﹤0.01% 1442
2025
Q2 		$34.7K Buy
1,381
+181
+15% +$4.23K ﹤0.01% 1406
2025
Q1 		$28.8K Hold
1,200
– – ﹤0.01% 1314
2024
Q4 		$35K Hold
1,200
– – ﹤0.01% 1248
2024
Q3 		$38.4K Hold
1,200
– – ﹤0.01% 1264
2024
Q2 		$36.8K Hold
1,200
– – ﹤0.01% 1232
2024
Q1 		$39.8K Sell
1,200
-100
-8% -$3.34K ﹤0.01% 823
2023
Q4 		$44.2K Hold
1,300
– – ﹤0.01% 772
2023
Q3 		$38.3K Hold
1,300
– – ﹤0.01% 764
2023
Q2 		$40.5K Sell
1,300
-100
-7% -$2.92K ﹤0.01% 770
2023
Q1 		$34.3K Hold
1,400
– – ﹤0.01% 744
2022
Q4 		$31.6K Hold
1,400
– – ﹤0.01% 711
2022
Q3 		$25K Hold
1,400
– – ﹤0.01% 741
2022
Q2 		$27K Hold
1,400
– – ﹤0.01% 738
2022
Q1 		$35K Hold
1,400
– – ﹤0.01% 753
2021
Q4 		$67K Hold
1,400
– – ﹤0.01% 609
2021
Q3 		$79K Hold
1,400
– – 0.01% 533
2021
Q2 		$74K Sell
1,400
-100
-7% -$5.81K 0.01% 500
2021
Q1 		$86K Hold
1,500
– – 0.01% 463
2020
Q4 		$57K Sell
1,500
-500
-25% -$17K 0.01% 499
2020
Q3 		$60K Hold
2,000
– – 0.01% 446
2020
Q2 		$56K Buy
+2,000
New +$44.4K 0.01% 419

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's UPBD Position: Q2 2026 in Review

Clearstead Advisors increased its Upbound Group (UPBD) stake by 12% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,344 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Clearstead Advisors first reported a position in UPBD in Q2 2020 and has held it in 25 quarters since. The position peaked at $86K in Q1 2021. 259 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Clearstead Advisors held 1,344 shares of Upbound Group worth $28.5K as of Q2 2026.
  • Clearstead Advisors bought 144 Upbound Group shares in Q2 2026, an estimated $2.69K.
  • Upbound Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1682 holding.
  • Clearstead Advisors first reported a position in Upbound Group in Q2 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Upbound Group position peaked at $86K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.