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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
-$63K 1866
2024
Q4
Sell
-500
Closed -$65.8K 1652
2024
Q3
$68.2K Hold
500
﹤0.01% 2071
2024
Q2
$68.4K Buy
+500
New +$71.6K ﹤0.01% 1983
2024
Q1
Sell
-200
Closed -$31.4K 1987
2023
Q4
$31.4K Buy
+200
New +$30.2K ﹤0.01% 1798

Other funds holding UPS

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.