WANY
UPBD icon

Wealthspire Advisors (New York)’s Upbound Group UPBD Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-200
Closed -$4.73K – 2793
2025
Q3 		$4.73K Buy
+200
New +$4.94K ﹤0.01% 2349

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 $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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 $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s UPBD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 200 shares — an estimated $4.73K sold.

Wealthspire Advisors (New York) first reported a position in UPBD in Q3 2025 and held it in 1 quarter. The position peaked at $4.73K in Q3 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 200 Upbound Group shares in Q4 2025, an estimated $4.73K.
  • Wealthspire Advisors (New York) first reported a position in Upbound Group in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Upbound Group position peaked at $4.73K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.