EverSource Wealth Advisors’s Coupang CPNG Stock Holding History

EverSource Wealth Advisors’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	$163K	Buy	8,621 +4,970	+136%	+$97.3K	0.01%	1166
2025 Q4	$86.1K	Buy	3,651 +597	+20%	+$17K	﹤0.01%	1397
2025 Q3	$98.3K	Sell	3,054 -262	-8%	-$7.92K	﹤0.01%	1289
2025 Q2	$99.3K	Buy	3,316 +1,395	+73%	+$35.7K	﹤0.01%	1206
2025 Q1	$42.1K	Buy	1,921 +545	+40%	+$12.7K	﹤0.01%	1316
2024 Q4	$30.2K	Sell	1,376 -42	-3%	-$1.03K	﹤0.01%	1408
2024 Q3	$34.8K	Buy	1,418 +249	+21%	+$5.54K	﹤0.01%	1225
2024 Q2	$24.3K	Buy	1,169 +168	+17%	+$3.64K	﹤0.01%	1410
2024 Q1	$22.5K	Sell	1,001 -832	-45%	-$13.6K	﹤0.01%	1306
2023 Q4	$29.7K	Buy	1,833 +271	+17%	+$4.47K	﹤0.01%	1088
2023 Q3	$26.6K	Buy	1,562 +322	+26%	+$5.79K	﹤0.01%	1030
2023 Q2	$21.6K	Sell	1,240 -1,253	-50%	-$20.4K	﹤0.01%	1128
2023 Q1	$39.9K	Sell	2,493 -1,054	-30%	-$16.3K	0.01%	870
2022 Q4	$52.2K	Buy	3,547 +500	+16%	+$8.82K	0.01%	746
2022 Q3	$51K	Buy	+3,047	New	+$52.7K	0.01%	627

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