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True Wealth Design’s Upbound Group UPBD Stock Holding History

True Wealth Design’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 		$8.15K Buy
384
+146
+61% +$2.73K ﹤0.01% 1142
2026
Q1 		$4.3K Sell
238
-2
-0.8% -$39 ﹤0.01% 1257
2025
Q4 		$4.21K Sell
240
-92
-28% -$1.78K ﹤0.01% 1158
2025
Q3 		$7.85K Sell
332
-23
-6% -$568 ﹤0.01% 923
2025
Q2 		$8.91K Buy
355
+337
+1,872% +$7.87K ﹤0.01% 621
2025
Q1 		$432 Buy
+18
New +$494 ﹤0.01% 1600

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

True Wealth Design's UPBD Position: Q2 2026 in Review

True Wealth Design increased its Upbound Group (UPBD) stake by 61% in Q2 2026, buying an estimated $2.73K and bringing the position to 384 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

True Wealth Design first reported a position in UPBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.91K in Q2 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • True Wealth Design held 384 shares of Upbound Group worth $8.15K as of Q2 2026.
  • True Wealth Design bought 146 Upbound Group shares in Q2 2026, an estimated $2.73K.
  • Upbound Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1142 holding.
  • True Wealth Design first reported a position in Upbound Group in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Upbound Group position peaked at $8.91K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.