Creative Planning
CRCL

Creative Planning’s Circle Internet Group CRCL Stock Holding History

Creative Planning’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 		$2.55M Sell
40,740
-3,433
-8% -$334K ﹤0.01% 1896
2026
Q1 		$4.21M Sell
44,173
-9,654
-18% -$818K ﹤0.01% 1333
2025
Q4 		$4.27M Buy
53,827
+49,110
+1,041% +$5.08M ﹤0.01% 1119
2025
Q3 		$625K Buy
4,717
+3,090
+190% +$489K ﹤0.01% 2534
2025
Q2 		$295K Buy
+1,627
New +$265K ﹤0.01% 2908

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

Creative Planning's CRCL Position: Q2 2026 in Review

Creative Planning reduced its Circle Internet Group (CRCL) stake by 7.8% in Q2 2026, selling an estimated $334K and leaving 40,740 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Creative Planning first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.27M in Q4 2025. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Creative Planning held 40,740 shares of Circle Internet Group worth $2.55M as of Q2 2026.
  • Creative Planning sold 3,433 Circle Internet Group shares in Q2 2026, an estimated $334K.
  • Circle Internet Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1896 holding.
  • Creative Planning first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Circle Internet Group position peaked at $4.27M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.