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 Q2	$736K	Sell	42,355 -207	-0.5%	-$3.74K	0.28%	52
2026 Q1	$804K	Buy	42,562 +8,646	+25%	+$169K	0.44%	48
2025 Q4	$800K	Hold	33,916	–	–	0.51%	47
2025 Q3	$1.09M	Sell	33,916 -1,915	-5%	-$57.9K	0.73%	39
2025 Q2	$1.07M	Buy	35,831 +58	+0.2%	+$1.49K	0.72%	36
2025 Q1	$785K	Sell	35,773 -4,584	-11%	-$107K	0.59%	43
2024 Q4	$887K	Sell	40,357 -5,097	-11%	-$125K	0.64%	37
2024 Q3	$1.12M	Hold	45,454	–	–	0.79%	30
2024 Q2	$952K	Sell	45,454 -1,098	-2%	-$23.8K	0.7%	33
2024 Q1	$828K	Hold	46,552	–	–	0.63%	36
2023 Q4	$754K	Buy	+46,552	New	+$768K	0.6%	35

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 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

Heritage Wealth Management (California)'s CPNG Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Coupang (CPNG) stake by 0.49% in Q2 2026, selling an estimated $3.74K and leaving 42,355 shares worth $736K. The position accounts for 0.28% of the portfolio, ranked #52.

Heritage Wealth Management (California) first reported a position in CPNG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2024. 590 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Heritage Wealth Management (California) held 42,355 shares of Coupang worth $736K as of Q2 2026.
Heritage Wealth Management (California) sold 207 Coupang shares in Q2 2026, an estimated $3.74K.
Coupang made up 0.28% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #52 holding.
Heritage Wealth Management (California) first reported a position in Coupang in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s Coupang position peaked at $1.12M in Q3 2024.
590 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.