WCM
UPBD icon

WealthTrak Capital Management’s Upbound Group UPBD Stock Holding History

WealthTrak Capital 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
Q2 		– Sell
-5
Closed -$120 – 1077
2025
Q1 		$120 Buy
+5
New +$137 ﹤0.01% 920

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WealthTrak Capital Management's UPBD Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 5 shares — an estimated $120 sold.

WealthTrak Capital Management first reported a position in UPBD in Q1 2025 and held it in 1 quarter. The position peaked at $120 in Q1 2025. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Upbound Group shares in Q2 2025, an estimated $120.
  • WealthTrak Capital Management first reported a position in Upbound Group in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's Upbound Group position peaked at $120 in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.