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	0.04%	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

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

BSW Wealth Partners's CPNG Position: Q4 2025 in Review

BSW Wealth Partners sold out of Coupang (CPNG) in Q4 2025, closing a stake of 8,016 shares — an estimated $258K sold.

BSW Wealth Partners first reported a position in CPNG in Q4 2021 and held it in 16 quarters. The position peaked at $542K in Q4 2021. 655 funds tracked by Wall St. Rank hold CPNG as of Q4 2025.

BSW Wealth Partners reported no remaining Coupang position as of Q4 2025 after selling out during the quarter.
BSW Wealth Partners sold 8,016 Coupang shares in Q4 2025, an estimated $258K.
BSW Wealth Partners first reported a position in Coupang in Q4 2021 and held it in 16 quarters.
BSW Wealth Partners's Coupang position peaked at $542K in Q4 2021.
655 funds tracked by Wall St. Rank held Coupang as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.