BWL
CRCL

Bogart Wealth LLC’s Circle Internet Group CRCL Stock Holding History

Bogart Wealth LLC’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 		$939 Sell
15
-14
-48% -$1.36K ﹤0.01% 1632
2026
Q1 		$2.77K Buy
29
+17
+142% +$1.44K ﹤0.01% 1209
2025
Q4 		$952 Buy
12
+8
+200% +$827 ﹤0.01% 1338
2025
Q3 		$530 Buy
+4
New +$633 ﹤0.01% 1406

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's CRCL Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Circle Internet Group (CRCL) stake by 48% in Q2 2026, selling an estimated $1.36K and leaving 15 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Bogart Wealth LLC first reported a position in CRCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.77K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Bogart Wealth LLC held 15 shares of Circle Internet Group worth $939 as of Q2 2026.
  • Bogart Wealth LLC sold 14 Circle Internet Group shares in Q2 2026, an estimated $1.36K.
  • Circle Internet Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1632 holding.
  • Bogart Wealth LLC first reported a position in Circle Internet Group in Q3 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Circle Internet Group position peaked at $2.77K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.