Avantax Advisory Services’s Coupang CPNG Stock Holding History

Avantax Advisory Services’s Portfolio CPNG Stock Details CPNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	36,775 +11,203	+44%	+$287K	0.01%	1107
2025 Q1	$561K	Buy	25,572 +2,690	+12%	+$62.5K	﹤0.01%	1434
2024 Q4	$503K	Sell	22,882 -435	-2%	-$10.7K	﹤0.01%	1440
2024 Q3	$572K	Buy	23,317 +280	+1%	+$6.23K	﹤0.01%	1327
2024 Q2	$483K	Buy	+23,037	New	+$500K	﹤0.01%	1383

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Avantax Advisory Services's CPNG Position: Q2 2025 in Review

Avantax Advisory Services increased its Coupang (CPNG) stake by 44% in Q2 2025, buying an estimated $287K and bringing the position to 36,775 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1107.

Avantax Advisory Services first reported a position in CPNG in Q2 2024 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold CPNG as of Q2 2025.

Avantax Advisory Services held 36,775 shares of Coupang worth $1.1M as of Q2 2025.
Avantax Advisory Services bought 11,203 Coupang shares in Q2 2025, an estimated $287K.
Coupang made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1107 holding.
Avantax Advisory Services first reported a position in Coupang in Q2 2024 and has held it in 5 quarters since.
663 funds tracked by Wall St. Rank held Coupang as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.