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 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

IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return

IDG-Accel China Capital II Associates Palo Alto, California $667M AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return