BCWM
CRCL

Bartlett & Co Wealth Management’s Circle Internet Group CRCL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20K Hold
320
– – ﹤0.01% 887
2026
Q1 		$38.3K Hold
320
– – ﹤0.01% 728
2025
Q4 		$25.4K Buy
+320
New +$33.1K ﹤0.01% 780

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bartlett & Co Wealth Management's CRCL Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Circle Internet Group (CRCL) position steady in Q2 2026 at 320 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Bartlett & Co Wealth Management first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.3K in Q1 2026. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Bartlett & Co Wealth Management held 320 shares of Circle Internet Group worth $20K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Circle Internet Group share count unchanged in Q2 2026.
  • Circle Internet Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #887 holding.
  • Bartlett & Co Wealth Management first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Circle Internet Group position peaked at $38.3K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.