GWM
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Gilpin Wealth Management’s Upbound Group UPBD Stock Holding History

Gilpin Wealth Management’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 		$276 Sell
13
-5
-28% -$93 ﹤0.01% 845
2026
Q1 		$325 Buy
18
+15
+500% +$292 ﹤0.01% 744
2025
Q4 		$53 Buy
+3
New +$58 ﹤0.01% 944

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

Gilpin Wealth Management's UPBD Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Upbound Group (UPBD) stake by 28% in Q2 2026, selling an estimated $93 and leaving 13 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Gilpin Wealth Management first reported a position in UPBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $325 in Q1 2026. 256 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Gilpin Wealth Management held 13 shares of Upbound Group worth $276 as of Q2 2026.
  • Gilpin Wealth Management sold 5 Upbound Group shares in Q2 2026, an estimated $93.
  • Upbound Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #845 holding.
  • Gilpin Wealth Management first reported a position in Upbound Group in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Upbound Group position peaked at $325 in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.