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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
-43,726
Closed -$1.05M – 1782
2025
Q1 		$1.05M Sell
43,726
-3,195
-7% -$87.7K 0.01% 760
2024
Q4 		$1.39M Buy
46,921
+2,506
+6% +$77.8K 0.01% 675
2024
Q3 		$1.42M Buy
44,415
+3,012
+7% +$96.8K 0.01% 989
2024
Q2 		$1.29M Buy
41,403
+5,203
+14% +$166K 0.01% 936
2024
Q1 		$1.27M Buy
+36,200
New +$1.21M 0.01% 873
2019
Q2 		– Sell
-70
Closed -$1K – 1649
2019
Q1 		$1K Hold
70
– – ﹤0.01% 1883
2018
Q4 		$1K Buy
+70
New +$1.02K ﹤0.01% 1611

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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cresset Asset Management's UPBD Position: Q2 2025 in Review

Cresset Asset Management sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 43,726 shares — an estimated $1.05M sold.

Cresset Asset Management first reported a position in UPBD in Q4 2018 and held it in 7 quarters. The position peaked at $1.42M in Q3 2024. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Cresset Asset Management reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 43,726 Upbound Group shares in Q2 2025, an estimated $1.05M.
  • Cresset Asset Management first reported a position in Upbound Group in Q4 2018 and held it in 7 quarters.
  • Cresset Asset Management's Upbound Group position peaked at $1.42M in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.