BSW Wealth Partners’s Coupang CPNG Stock Holding History

BSW Wealth Partners’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 Q4	–	Sell	-8,016	Closed	-$258K	–	327
2025 Q3	$258K	Hold	8,016	–	–	0.03%	274
2025 Q2	$240K	Sell	8,016 -1,845	-19%	-$47.3K	0.03%	281
2025 Q1	$216K	Sell	9,861 -2,295	-19%	-$53.3K	0.03%	282
2024 Q4	$267K	Hold	12,156	–	–	0.04%	251
2024 Q3	$298K	Sell	12,156 -1,500	-11%	-$33.4K	0.05%	230
2024 Q2	$286K	Hold	13,656	–	–	0.05%	218
2024 Q1	$243K	Hold	13,656	–	–	0.04%	248
2023 Q4	$221K	Sell	13,656 -910	-6%	-$15K	0.04%	249
2023 Q3	$248K	Hold	14,566	–	–	0.06%	206
2023 Q2	$253K	Sell	14,566 -4,064	-22%	-$66.2K	0.05%	211
2023 Q1	$298K	Sell	18,630 -80	-0.4%	-$1.24K	0.06%	219
2022 Q4	$275K	Buy	18,710 +205	+1%	+$3.62K	0.06%	232
2022 Q3	$308K	Buy	18,505 +45	+0.2%	+$778	0.08%	176
2022 Q2	$235K	Hold	18,460	–	–	0.06%	228
2022 Q1	$326K	Hold	18,460	–	–	0.08%	192
2021 Q4	$542K	Buy	+18,460	New	+$520K	0.14%	108

Other funds holding CPNG

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

Baillie Gifford & Co

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

WCM Investment Management

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

T. Rowe Price Associates

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

Capital International Investors

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return