HWMC
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Heritage Wealth Management (California)’s Coupang CPNG Stock Holding History

Heritage Wealth Management (California)’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 		$804K Buy
42,562
+8,646
+25% +$169K 0.45% 48
2025
Q4 		$800K Hold
33,916
– – 0.52% 47
2025
Q3 		$1.09M Sell
33,916
-1,915
-5% -$57.9K 0.75% 39
2025
Q2 		$1.07M Buy
35,831
+58
+0.2% +$1.49K 0.81% 36
2025
Q1 		$785K Sell
35,773
-4,584
-11% -$107K 0.67% 43
2024
Q4 		$887K Sell
40,357
-5,097
-11% -$125K 0.76% 37
2024
Q3 		$1.12M Hold
45,454
– – 1.01% 30
2024
Q2 		$952K Sell
45,454
-1,098
-2% -$23.8K 0.92% 33
2024
Q1 		$828K Hold
46,552
– – 0.82% 36
2023
Q4 		$754K Buy
+46,552
New +$768K 0.81% 35

Other funds holding CPNG

SIAU
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return