PWM
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Prentice Wealth Management’s Upbound Group UPBD Stock Holding History

Prentice 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
Q1 		– Sell
-6,922
Closed -$202K – 115
2024
Q4 		$202K Sell
6,922
-62
-0.9% -$1.93K 0.06% 106
2024
Q3 		$223K Sell
6,984
-199
-3% -$6.4K 0.07% 104
2024
Q2 		$221K Sell
7,183
-61
-0.8% -$1.95K 0.07% 104
2024
Q1 		$255K Buy
7,244
+97
+1% +$3.24K 0.09% 101
2023
Q4 		$243K Buy
7,147
+192
+3% +$5.72K 0.09% 97
2023
Q3 		$205K Sell
6,955
-24
-0.3% -$748 0.09% 96
2023
Q2 		$217K Buy
+6,979
New +$204K 0.1% 92
2022
Q3 		– Sell
-6,569
Closed -$128K – 175
2022
Q2 		$128K Buy
+6,569
New +$164K 0.13% 53
2022
Q1 		– Sell
-5,749
Closed -$276K – 104
2021
Q4 		$276K Sell
5,749
-86
-1% -$4.3K 0.13% 83
2021
Q3 		$328K Sell
5,835
-70
-1% -$4.12K 0.16% 62
2021
Q2 		$313K Buy
5,905
+269
+5% +$15.6K 0.16% 65
2021
Q1 		$325K Buy
+5,636
New +$295K 0.18% 54

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return