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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

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hemington Wealth Management's UPBD Position: Q3 2025 in Review

Hemington Wealth Management reduced its Upbound Group (UPBD) stake by 28% in Q3 2025, selling an estimated $1.26K and leaving 130 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Hemington Wealth Management first reported a position in UPBD in Q3 2024 and has held it in 5 quarters since. The position peaked at $5K in Q4 2024. 261 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • Hemington Wealth Management held 130 shares of Upbound Group worth $3K as of Q3 2025.
  • Hemington Wealth Management sold 51 Upbound Group shares in Q3 2025, an estimated $1.26K.
  • Upbound Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1290 holding.
  • Hemington Wealth Management first reported a position in Upbound Group in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Upbound Group position peaked at $5K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.