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

EverSource 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	$72.8K	Sell	1,162 -12	-1%	-$1.17K	﹤0.01%	1551
2026 Q1	$112K	Buy	1,174 +602	+105%	+$51K	﹤0.01%	1364
2025 Q4	$45.4K	Buy	572 +422	+281%	+$43.6K	﹤0.01%	1806
2025 Q3	$19.9K	Hold	150	–	–	﹤0.01%	2358
2025 Q2	$27.2K	Buy	+150	New	+$24.4K	﹤0.01%	2053

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its Circle Internet Group (CRCL) stake by 1% in Q2 2026, selling an estimated $1.17K and leaving 1,162 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

EverSource Wealth Advisors first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $112K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

EverSource Wealth Advisors held 1,162 shares of Circle Internet Group worth $72.8K as of Q2 2026.
EverSource Wealth Advisors sold 12 Circle Internet Group shares in Q2 2026, an estimated $1.17K.
Circle Internet Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1551 holding.
EverSource Wealth Advisors first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Circle Internet Group position peaked at $112K in Q1 2026.
564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

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