Cresset Asset Management’s Upbound Group UPBD Stock Holding History

Cresset Asset 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
2025 Q1	$1.05M	Sell
2024 Q4	$1.39M	Buy
2024 Q3	$1.42M	Buy
2024 Q2	$1.29M	Buy
2024 Q1	$1.27M	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Hold
2018 Q4	$1K	Buy