Carson Wealth (CWM LLC)
CRCL

Carson Wealth (CWM LLC)’s Circle Internet Group CRCL Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.68M Buy
17,584
+15,175
+630% +$1.29M ﹤0.01% 1276
2025
Q4 		$191K Sell
2,409
-7,254
-75% -$750K ﹤0.01% 2612
2025
Q3 		$1.28M Buy
9,663
+9,028
+1,422% +$1.43M ﹤0.01% 1279
2025
Q2 		$115K Buy
+635
New +$103K ﹤0.01% 2595

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRCL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Circle Internet Group (CRCL) stake by 630% in Q1 2026, buying an estimated $1.29M and bringing the position to 17,584 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Carson Wealth (CWM LLC) first reported a position in CRCL in Q2 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,584 shares of Circle Internet Group worth $1.68M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,175 Circle Internet Group shares in Q1 2026, an estimated $1.29M.
  • Circle Internet Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1276 holding.
  • Carson Wealth (CWM LLC) first reported a position in Circle Internet Group in Q2 2025 and has held it in 4 quarters since.
  • 537 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.