Curio Wealth’s Circle Internet Group CRCL Stock Holding History

Curio 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	–	Sell	-1,099	Closed	-$105K	–	1230
2026 Q1	$105K	Buy	1,099 +1,094	+21,880%	+$92.7K	0.04%	97
2025 Q4	$413	Buy	+5	New	+$517	﹤0.01%	406

Other funds holding CRCL

ICCFIA

IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return

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

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 Malvern, Pennsylvania $2.22T AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curio Wealth's CRCL Position: Q2 2026 in Review

Curio Wealth sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 1,099 shares — an estimated $105K sold.

Curio Wealth first reported a position in CRCL in Q4 2025 and held it in 2 quarters. The position peaked at $105K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

Curio Wealth reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1,099 Circle Internet Group shares in Q2 2026, an estimated $105K.
Curio Wealth first reported a position in Circle Internet Group in Q4 2025 and held it in 2 quarters.
Curio Wealth's Circle Internet Group position peaked at $105K in Q1 2026.
564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.