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Wealth Preservation Advisors’s Upbound Group UPBD Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-63
Closed -$1.14K – 898
2026
Q1 		$1.14K Buy
+63
New +$1.23K ﹤0.01% 672

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

Wealth Preservation Advisors's UPBD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Upbound Group (UPBD) in Q2 2026, closing a stake of 63 shares — an estimated $1.14K sold.

Wealth Preservation Advisors first reported a position in UPBD in Q1 2026 and held it in 1 quarter. The position peaked at $1.14K in Q1 2026. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Upbound Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 63 Upbound Group shares in Q2 2026, an estimated $1.14K.
  • Wealth Preservation Advisors first reported a position in Upbound Group in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Upbound Group position peaked at $1.14K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.