Endowment Wealth Management’s Coupang CPNG Stock Holding History

Endowment 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
2026 Q1	$327K	Hold	17,315	–	–	0.14%	101
2025 Q4	$408K	Sell	17,315 -2,100	-11%	-$59.7K	0.19%	91
2025 Q3	$625K	Hold	19,415	–	–	0.28%	73
2025 Q2	$582K	Sell	19,415 -1,308	-6%	-$33.5K	0.3%	68
2025 Q1	$454K	Sell	20,723 -180	-0.9%	-$4.18K	0.29%	71
2024 Q4	$459K	Sell	20,903 -2,267	-10%	-$55.6K	0.31%	70
2024 Q3	$569K	Sell	23,170 -11,216	-33%	-$249K	0.37%	61
2024 Q2	$720K	Buy	34,386 +84	+0.2%	+$1.82K	0.52%	49
2024 Q1	$610K	Sell	34,302 -11,358	-25%	-$186K	0.46%	53
2023 Q4	$739K	Sell	45,660 -7,145	-14%	-$118K	0.62%	38
2023 Q3	$898K	Hold	52,805	–	–	0.81%	30
2023 Q2	$919K	Hold	52,805	–	–	0.84%	28
2023 Q1	$845K	Hold	52,805	–	–	0.85%	28
2022 Q4	$777K	Sell	52,805 -3,315	-6%	-$58.5K	0.85%	26
2022 Q3	$936K	Hold	56,120	–	–	1.14%	21
2022 Q2	$716K	Hold	56,120	–	–	0.86%	23
2022 Q1	$992K	Hold	56,120	–	–	1.04%	22
2021 Q4	$1.65M	Buy	+56,120	New	+$1.58M	1.67%	13

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

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

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

Capital International Investors

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

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return