Cresset Asset Management’s Cumberland Pharmaceuticals CPIX Stock Holding History

Cresset Asset Management’s Portfolio CPIX Stock Details CPIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126K	Hold	19,475	–	–	﹤0.01%	1645
2026 Q1	$63.3K	Buy	19,475 +2,000	+11%	+$7.71K	﹤0.01%	1571
2025 Q4	$69.6K	Sell	17,475 -1,000	-5%	-$2.96K	﹤0.01%	1598
2025 Q3	$57.6K	Hold	18,475	–	–	﹤0.01%	1521
2025 Q2	$61.9K	Sell	18,475 -1,500	-8%	-$7.11K	﹤0.01%	1381
2025 Q1	$84.5K	Sell	19,975 -2,300	-10%	-$9.54K	﹤0.01%	1628
2024 Q4	$52.8K	Buy	22,275 +1,000	+5%	+$1.47K	﹤0.01%	1660
2024 Q3	$27.2K	Buy	21,275 +250	+1%	+$346	﹤0.01%	2119
2024 Q2	$32.2K	Buy	21,025 +9,000	+75%	+$14.2K	﹤0.01%	2028
2024 Q1	$20.2K	Hold	12,025	–	–	﹤0.01%	1884
2023 Q4	$21.5K	Buy	12,025 +1,000	+9%	+$1.83K	﹤0.01%	1817
2023 Q3	$20.8K	Hold	11,025	–	–	﹤0.01%	1776
2023 Q2	$16.2K	Buy	+11,025	New	+$19K	﹤0.01%	1883

Other funds holding CPIX

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Cresset Asset Management's CPIX Position: Q2 2026 in Review

Cresset Asset Management held its Cumberland Pharmaceuticals (CPIX) position steady in Q2 2026 at 19,475 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Cresset Asset Management first reported a position in CPIX in Q2 2023 and has held it in 13 quarters since. 21 funds tracked by Wall St. Rank hold CPIX as of Q2 2026.

Cresset Asset Management held 19,475 shares of Cumberland Pharmaceuticals worth $126K as of Q2 2026.
Cresset Asset Management left its Cumberland Pharmaceuticals share count unchanged in Q2 2026.
Cumberland Pharmaceuticals made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1645 holding.
Cresset Asset Management first reported a position in Cumberland Pharmaceuticals in Q2 2023 and has held it in 13 quarters since.
21 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.