CCWM
CRCL

Cassaday & Co Wealth Management’s Circle Internet Group CRCL Stock Holding History

Cassaday & Co 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 		– Sell
-33
Closed -$3.15K – 1450
2026
Q1 		$3.15K Buy
+33
New +$2.8K ﹤0.01% 1030

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

Cassaday & Co Wealth Management's CRCL Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 33 shares — an estimated $3.15K sold.

Cassaday & Co Wealth Management first reported a position in CRCL in Q1 2026 and held it in 1 quarter. The position peaked at $3.15K in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 33 Circle Internet Group shares in Q2 2026, an estimated $3.15K.
  • Cassaday & Co Wealth Management first reported a position in Circle Internet Group in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Circle Internet Group position peaked at $3.15K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.