HWM
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Hemington Wealth Management’s Upbound Group UPBD Stock Holding History

Hemington 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
2025
Q3 		$3K Sell
130
-51
-28% -$1.26K ﹤0.01% 1290
2025
Q2 		$4K Buy
181
+24
+15% +$561 ﹤0.01% 1195
2025
Q1 		$3K Sell
157
-21
-12% -$577 ﹤0.01% 1239
2024
Q4 		$5K Hold
178
– – ﹤0.01% 1041
2024
Q3 		$5K Buy
+178
New +$5.72K ﹤0.01% 966

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return