Creative Planning
UPBD icon

Creative Planning’s Upbound Group UPBD Stock Holding History

Creative Planning’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 		$5.75M Buy
271,002
+174,825
+182% +$3.27M ﹤0.01% 1293
2026
Q1 		$1.74M Buy
96,177
+40,529
+73% +$790K ﹤0.01% 2012
2025
Q4 		$977K Buy
55,648
+33,575
+152% +$649K ﹤0.01% 2301
2025
Q3 		$522K Sell
22,073
-2,869
-12% -$70.8K ﹤0.01% 2679
2025
Q2 		$626K Buy
24,942
+13,450
+117% +$314K ﹤0.01% 2265
2025
Q1 		$275K Buy
+11,492
New +$316K ﹤0.01% 2831
2018
Q2 		– Sell
-55,230
Closed -$477K – 2176
2018
Q1 		$477K Buy
55,230
+13,050
+31% +$125K ﹤0.01% 1113
2017
Q4 		$468K Sell
42,180
-1,075
-2% -$11.8K ﹤0.01% 1118
2017
Q3 		$497K Buy
43,255
+1,505
+4% +$18.6K ﹤0.01% 1063
2017
Q2 		$489K Sell
41,750
-5,966
-13% -$67.4K ﹤0.01% 1021
2017
Q1 		$423K Buy
47,716
+9,300
+24% +$84.6K ﹤0.01% 1084
2016
Q4 		$432K Buy
38,416
+5,561
+17% +$61.9K ﹤0.01% 997
2016
Q3 		$415K Buy
32,855
+3,200
+11% +$40K ﹤0.01% 994
2016
Q2 		$364K Buy
29,655
+6,670
+29% +$89.8K ﹤0.01% 933
2016
Q1 		$364K Buy
22,985
+19,760
+613% +$264K ﹤0.01% 890
2015
Q4 		$48K Buy
3,225
+500
+18% +$9.55K ﹤0.01% 2158
2015
Q3 		$66K Buy
+2,725
New +$73.2K ﹤0.01% 1848
2015
Q2 		– Sell
-3,355
Closed -$92K – 2925
2015
Q1 		$92K Sell
3,355
-1,600
-32% -$48.8K ﹤0.01% 1625
2014
Q4 		$180K Buy
4,955
+1,600
+48% +$51.5K ﹤0.01% 1208
2014
Q3 		$102K Sell
3,355
-1,092
-25% -$29.4K ﹤0.01% 1462
2014
Q2 		$128K Buy
4,447
+1,298
+41% +$36.7K ﹤0.01% 1275
2014
Q1 		$84K Hold
3,149
– – ﹤0.01% 1510
2013
Q4 		$105K Buy
3,149
+2,519
+400% +$87.2K ﹤0.01% 1169
2013
Q3 		$24K Hold
630
– – ﹤0.01% 1997
2013
Q2 		$24K Buy
+630
New +$22.8K ﹤0.01% 1828

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

Creative Planning's UPBD Position: Q2 2026 in Review

Creative Planning increased its Upbound Group (UPBD) stake by 182% in Q2 2026, buying an estimated $3.27M and bringing the position to 271,002 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Creative Planning first reported a position in UPBD in Q2 2013 and has held it in 25 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Creative Planning held 271,002 shares of Upbound Group worth $5.75M as of Q2 2026.
  • Creative Planning bought 174,825 Upbound Group shares in Q2 2026, an estimated $3.27M.
  • Upbound Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1293 holding.
  • Creative Planning first reported a position in Upbound Group in Q2 2013 and has held it in 25 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.