RWM
UPLD icon

Ritholtz Wealth Management’s Upland Software UPLD Stock Holding History

Ritholtz Wealth Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$75.7K Sell
38,836
-9,561
-20% -$18.6K ﹤0.01% 968
2025
Q1 		$138K Buy
+48,397
New +$138K ﹤0.01% 893