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Cresset Asset Management’s ePlus PLUS Stock Holding History

Cresset Asset Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,300
Closed -$289K – 1759
2025
Q4 		$289K Buy
+3,300
New +$272K ﹤0.01% 1316

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Cresset Asset Management's PLUS Position: Q1 2026 in Review

Cresset Asset Management reduced its ePlus (PLUS) stake by 11% in Q1 2026, selling an estimated $272K and leaving 25,529 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #565.

Cresset Asset Management first reported a position in PLUS in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Cresset Asset Management held 25,529 shares of ePlus worth $1.92M as of Q1 2026.
  • Cresset Asset Management sold 3,314 ePlus shares in Q1 2026, an estimated $272K.
  • ePlus made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #565 holding.
  • Cresset Asset Management first reported a position in ePlus in Q4 2018 and has held it in 11 quarters since.
  • Cresset Asset Management's ePlus position peaked at $2.53M in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.