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DiNuzzo Private Wealth’s Upbound Group UPBD Stock Holding History

DiNuzzo Private Wealth’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
-4
Closed -$102 – 1406
2025
Q3 		$102 Sell
4
-9
-69% -$222 ﹤0.01% 1306
2025
Q2 		$327 Buy
13
+3
+30% +$70 ﹤0.01% 1180
2025
Q1 		$240 Sell
10
-2
-17% -$55 ﹤0.01% 1209
2024
Q4 		$351 Hold
12
– – ﹤0.01% 1180
2024
Q3 		$384 Buy
12
+1
+9% +$32 ﹤0.01% 1183
2024
Q2 		$338 Buy
11
+1
+10% +$32 ﹤0.01% 1159
2024
Q1 		$353 Buy
10
+1
+11% +$33 ﹤0.01% 1086
2023
Q4 		$306 Buy
+9
New +$268 ﹤0.01% 1125

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DiNuzzo Private Wealth's UPBD Position: Q4 2025 in Review

DiNuzzo Private Wealth sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 4 shares — an estimated $102 sold.

DiNuzzo Private Wealth first reported a position in UPBD in Q4 2023 and held it in 8 quarters. The position peaked at $384 in Q3 2024. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • DiNuzzo Private Wealth reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 4 Upbound Group shares in Q4 2025, an estimated $102.
  • DiNuzzo Private Wealth first reported a position in Upbound Group in Q4 2023 and held it in 8 quarters.
  • DiNuzzo Private Wealth's Upbound Group position peaked at $384 in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.