CWM
CRCL

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

Circle 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 		$391K Buy
6,244
+4,021
+181% +$391K ﹤0.01% 210
2026
Q1 		$212K Buy
+2,223
New +$188K ﹤0.01% 257
2025
Q3 		– Sell
-1,182
Closed -$214K – 247
2025
Q2 		$214K Buy
+1,182
New +$193K ﹤0.01% 214

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

Circle Wealth Management's CRCL Position: Q2 2026 in Review

Circle Wealth Management increased its Circle Internet Group (CRCL) stake by 181% in Q2 2026, buying an estimated $391K and bringing the position to 6,244 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Circle Wealth Management first reported a position in CRCL in Q2 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Circle Wealth Management held 6,244 shares of Circle Internet Group worth $391K as of Q2 2026.
  • Circle Wealth Management bought 4,021 Circle Internet Group shares in Q2 2026, an estimated $391K.
  • Circle Internet Group made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Circle Wealth Management first reported a position in Circle Internet Group in Q2 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.