Corient Private Wealth
CRCL

Corient Private Wealth’s Circle Internet Group CRCL Stock Holding History

Corient Private Wealth’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 		$334K Sell
5,339
-1,031
-16% -$100K ﹤0.01% 2482
2026
Q1 		$379K Buy
+6,370
New +$540K ﹤0.01% 2186

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

Corient Private Wealth's CRCL Position: Q2 2026 in Review

Corient Private Wealth reduced its Circle Internet Group (CRCL) stake by 16% in Q2 2026, selling an estimated $100K and leaving 5,339 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Corient Private Wealth first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $379K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Corient Private Wealth held 5,339 shares of Circle Internet Group worth $334K as of Q2 2026.
  • Corient Private Wealth sold 1,031 Circle Internet Group shares in Q2 2026, an estimated $100K.
  • Circle Internet Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2482 holding.
  • Corient Private Wealth first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • Corient Private Wealth's Circle Internet Group position peaked at $379K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.