CWA
CRCL

Crux Wealth Advisors’s Circle Internet Group CRCL Stock Holding History

Crux Wealth Advisors’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 		$1.65M Hold
26,326
– – 0.57% 53
2026
Q1 		$2.51M Buy
26,326
+21,340
+428% +$1.81M 0.96% 31
2025
Q4 		$395K Buy
+4,986
New +$515K 0.15% 125

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

Crux Wealth Advisors's CRCL Position: Q2 2026 in Review

Crux Wealth Advisors held its Circle Internet Group (CRCL) position steady in Q2 2026 at 26,326 shares worth $1.65M. The position accounts for 0.57% of the portfolio, ranked #53.

Crux Wealth Advisors first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Crux Wealth Advisors held 26,326 shares of Circle Internet Group worth $1.65M as of Q2 2026.
  • Crux Wealth Advisors left its Circle Internet Group share count unchanged in Q2 2026.
  • Circle Internet Group made up 0.57% of Crux Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Crux Wealth Advisors first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • Crux Wealth Advisors's Circle Internet Group position peaked at $2.51M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.