Clearstead Trust’s Upbound Group UPBD Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-18	Closed	-$426	–	1526
2025 Q3	$426	Hold	18	–	–	﹤0.01%	1399
2025 Q2	$452	Buy	+18	New	+$420	﹤0.01%	1347

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's UPBD Position: Q4 2025 in Review

Clearstead Trust sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 18 shares — an estimated $426 sold.

Clearstead Trust first reported a position in UPBD in Q2 2025 and held it in 2 quarters. The position peaked at $452 in Q2 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

Clearstead Trust reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 18 Upbound Group shares in Q4 2025, an estimated $426.
Clearstead Trust first reported a position in Upbound Group in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Upbound Group position peaked at $452 in Q2 2025.
237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.