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Cresset Asset Management’s United Parcel Service UPS Stock Holding History

Cresset Asset Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,000
Closed -$3.58M – 1982
2023
Q2 		$3.58M Buy
+20,000
New +$3.55M ﹤0.01% 487

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cresset Asset Management increased its United Parcel Service (UPS) stake by 7.3% in Q1 2026, buying an estimated $160K and bringing the position to 21,882 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #542.

Cresset Asset Management first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $16M in Q2 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Cresset Asset Management held 21,882 shares of United Parcel Service worth $2.15M as of Q1 2026.
  • Cresset Asset Management bought 1,494 United Parcel Service shares in Q1 2026, an estimated $160K.
  • United Parcel Service made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #542 holding.
  • Cresset Asset Management first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's United Parcel Service position peaked at $16M in Q2 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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