CA
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Clearstead Advisors’s Coupang CPNG Stock Holding History

Clearstead Advisors’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
2026
Q1 		$20.7K Sell
1,094
-27
-2% -$529 ﹤0.01% 1450
2025
Q4 		$26.4K Sell
1,121
-242
-18% -$6.88K ﹤0.01% 1629
2025
Q3 		$43.9K Sell
1,363
-144
-10% -$4.35K ﹤0.01% 1322
2025
Q2 		$45.1K Sell
1,507
-66
-4% -$1.69K ﹤0.01% 1319
2025
Q1 		$34.5K Buy
1,573
+45
+3% +$1.05K ﹤0.01% 1266
2024
Q4 		$33.6K Hold
1,528
– – ﹤0.01% 1257
2024
Q3 		$37.5K Buy
1,528
+1,094
+252% +$24.3K ﹤0.01% 1268
2024
Q2 		$9.09K Buy
434
+364
+520% +$7.89K ﹤0.01% 1559
2024
Q1 		$1.56K Sell
70
-1,846
-96% -$30.2K ﹤0.01% 1349
2023
Q4 		$31K Sell
1,916
-1,916
-50% -$31.6K ﹤0.01% 861
2023
Q3 		$65.1K Buy
3,832
+1,916
+100% +$34.5K ﹤0.01% 835
2023
Q2 		$33.3K Sell
1,916
-400
-17% -$6.52K ﹤0.01% 813
2023
Q1 		$37.1K Hold
2,316
– – ﹤0.01% 724
2022
Q4 		$34.1K Hold
2,316
– – ﹤0.01% 698
2022
Q3 		$39K Hold
2,316
– – ﹤0.01% 655
2022
Q2 		$30K Hold
2,316
– – ﹤0.01% 720
2022
Q1 		$41K Buy
2,316
+270
+13% +$5.77K ﹤0.01% 718
2021
Q4 		$60K Buy
2,046
+200
+11% +$5.63K ﹤0.01% 625
2021
Q3 		$51K Buy
+1,846
New +$63.8K ﹤0.01% 608

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return