CAWM
CRCL

Capital Advisors Wealth Management’s Circle Internet Group CRCL Stock Holding History

Capital Advisors 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 		$374K Buy
5,973
+616
+11% +$60K 0.04% 167
2026
Q1 		$511K Buy
5,357
+1,902
+55% +$161K 0.07% 129
2025
Q4 		$274K Buy
3,455
+1,571
+83% +$162K 0.04% 183
2025
Q3 		$250K Buy
+1,884
New +$298K 0.04% 191

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

Capital Advisors Wealth Management's CRCL Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Circle Internet Group (CRCL) stake by 11% in Q2 2026, buying an estimated $60K and bringing the position to 5,973 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #167.

Capital Advisors Wealth Management first reported a position in CRCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $511K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Capital Advisors Wealth Management held 5,973 shares of Circle Internet Group worth $374K as of Q2 2026.
  • Capital Advisors Wealth Management bought 616 Circle Internet Group shares in Q2 2026, an estimated $60K.
  • Circle Internet Group made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Capital Advisors Wealth Management first reported a position in Circle Internet Group in Q3 2025 and has held it in 4 quarters since.
  • Capital Advisors Wealth Management's Circle Internet Group position peaked at $511K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.