EWA
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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
Q2 		$51K Sell
2,937
-5,684
-66% -$103K ﹤0.01% 1770
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

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

EverSource Wealth Advisors's CPNG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Coupang (CPNG) stake by 66% in Q2 2026, selling an estimated $103K and leaving 2,937 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

EverSource Wealth Advisors first reported a position in CPNG in Q3 2022 and has held it in 16 quarters since. The position peaked at $163K in Q1 2026. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

  • EverSource Wealth Advisors held 2,937 shares of Coupang worth $51K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,684 Coupang shares in Q2 2026, an estimated $103K.
  • Coupang made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1770 holding.
  • EverSource Wealth Advisors first reported a position in Coupang in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Coupang position peaked at $163K in Q1 2026.
  • 589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.