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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return