Congress Wealth Management’s Coupang CPNG Stock Holding History

Congress Wealth Management’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
2025 Q2	$1.15M	Buy	38,308 +13,860	+57%	+$355K	0.01%	673
2025 Q1	$536K	Sell	24,448 -25,250	-51%	-$587K	0.01%	801
2024 Q4	$1.09M	Buy	49,698 +24,554	+98%	+$603K	0.02%	503
2024 Q3	$617K	Sell	25,144 -18,775	-43%	-$417K	0.01%	598
2024 Q2	$920K	Buy	43,919 +4,723	+12%	+$102K	0.01%	442
2024 Q1	$697K	Sell	39,196 -41,723	-52%	-$683K	0.01%	412
2023 Q4	$1.31M	Sell	80,919 -27,245	-25%	-$450K	0.02%	361
2023 Q3	$1.84M	Sell	108,164 -26	-0%	-$467	0.04%	315
2023 Q2	$1.88M	Buy	108,190 +92	+0.1%	+$1.5K	0.04%	269
2023 Q1	$1.73M	Sell	108,098 -17,559	-14%	-$272K	0.04%	285
2022 Q4	$1.85M	Sell	125,657 -22,314	-15%	-$394K	0.05%	271
2022 Q3	$2.47M	Sell	147,971 -1,154	-0.8%	-$19.9K	0.07%	254
2022 Q2	$1.9M	Sell	149,125 -21	-0%	-$286	0.05%	282
2022 Q1	$2.64M	Buy	149,146 +25,280	+20%	+$540K	0.06%	274
2021 Q4	$3.64M	Buy	+123,866	New	+$3.49M	0.07%	257

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Congress Wealth Management's CPNG Position: Q2 2025 in Review

Congress Wealth Management increased its Coupang (CPNG) stake by 57% in Q2 2025, buying an estimated $355K and bringing the position to 38,308 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #673.

Congress Wealth Management first reported a position in CPNG in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.64M in Q4 2021. 663 funds tracked by Wall St. Rank hold CPNG as of Q2 2025.

Congress Wealth Management held 38,308 shares of Coupang worth $1.15M as of Q2 2025.
Congress Wealth Management bought 13,860 Coupang shares in Q2 2025, an estimated $355K.
Coupang made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #673 holding.
Congress Wealth Management first reported a position in Coupang in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Coupang position peaked at $3.64M in Q4 2021.
663 funds tracked by Wall St. Rank held Coupang as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.