CA
CRCL

Clearstead Advisors’s Circle Internet Group CRCL Stock Holding History

Clearstead Advisors’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 		$14.9K Buy
238
+64
+37% +$6.23K ﹤0.01% 1875
2026
Q1 		$16.6K Sell
174
-4
-2% -$339 ﹤0.01% 1489
2025
Q4 		$14.1K Buy
178
+4
+2% +$413 ﹤0.01% 1807
2025
Q3 		$23.1K Buy
174
+149
+596% +$23.6K ﹤0.01% 1582
2025
Q2 		$4.53K Buy
+25
New +$4.07K ﹤0.01% 2133

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

Clearstead Advisors's CRCL Position: Q2 2026 in Review

Clearstead Advisors increased its Circle Internet Group (CRCL) stake by 37% in Q2 2026, buying an estimated $6.23K and bringing the position to 238 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Clearstead Advisors first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.1K in Q3 2025. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Clearstead Advisors held 238 shares of Circle Internet Group worth $14.9K as of Q2 2026.
  • Clearstead Advisors bought 64 Circle Internet Group shares in Q2 2026, an estimated $6.23K.
  • Circle Internet Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1875 holding.
  • Clearstead Advisors first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Circle Internet Group position peaked at $23.1K in Q3 2025.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.