Envestnet Portfolio Solutions
UPBD icon

Envestnet Portfolio Solutions’s Upbound Group UPBD Stock Holding History

Envestnet Portfolio Solutions’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 		$393K Sell
18,499
-989
-5% -$18.5K ﹤0.01% 1076
2026
Q1 		$352K Buy
19,488
+7,440
+62% +$145K ﹤0.01% 1043
2025
Q4 		$212K Sell
12,048
-109
-0.9% -$2.11K ﹤0.01% 1444
2025
Q3 		$287K Buy
12,157
+2,620
+27% +$64.7K ﹤0.01% 1266
2025
Q2 		$239K Buy
+9,537
New +$223K ﹤0.01% 1436

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

Envestnet Portfolio Solutions's UPBD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Upbound Group (UPBD) stake by 5.1% in Q2 2026, selling an estimated $18.5K and leaving 18,499 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Envestnet Portfolio Solutions first reported a position in UPBD in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,499 shares of Upbound Group worth $393K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 989 Upbound Group shares in Q2 2026, an estimated $18.5K.
  • Upbound Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1076 holding.
  • Envestnet Portfolio Solutions first reported a position in Upbound Group in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.