CT
CRCL

Clearstead Trust’s Circle Internet Group CRCL Stock Holding History

Clearstead Trust’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 		$1.57K Sell
25
-5
-17% -$487 ﹤0.01% 909
2026
Q1 		$2.86K Buy
30
+17
+131% +$1.44K ﹤0.01% 845
2025
Q4 		$1.03K Buy
+13
New +$1.34K ﹤0.01% 943

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 Trust's CRCL Position: Q2 2026 in Review

Clearstead Trust reduced its Circle Internet Group (CRCL) stake by 17% in Q2 2026, selling an estimated $487 and leaving 25 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Clearstead Trust first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.86K in Q1 2026. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Clearstead Trust held 25 shares of Circle Internet Group worth $1.57K as of Q2 2026.
  • Clearstead Trust sold 5 Circle Internet Group shares in Q2 2026, an estimated $487.
  • Circle Internet Group made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #909 holding.
  • Clearstead Trust first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's Circle Internet Group position peaked at $2.86K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

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