High Point Wealth Management
CRCL icon

High Point Wealth Management’s Circle Internet Group CRCL Stock Holding History

High Point Wealth Management’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
Q3 		$17.7K Sell
215
-160
-43% -$12.3K 0.01% 207
2026
Q2 		$23.5K Sell
375
-75
-17% -$7.3K 0.02% 179
2026
Q1 		$42.9K Sell
450
-590
-57% -$50K 0.04% 142
2025
Q4 		$82.5K Buy
+1,040
New +$107K 0.08% 119

Other funds holding CRCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
IDG China Capital Fund III Associates
IDG China Capital Fund III Associates Central Hong Kong, China $733M AUM 37.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
IDG-Accel China Capital II Associates
IDG-Accel China Capital II Associates Palo Alto, California $573M AUM 38.02% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

High Point Wealth Management's CRCL Position: Q3 2026 in Review

High Point Wealth Management reduced its Circle Internet Group (CRCL) stake by 43% in Q3 2026, selling an estimated $12.3K and leaving 215 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #207.

High Point Wealth Management first reported a position in CRCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $82.5K in Q4 2025. 483 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • High Point Wealth Management held 215 shares of Circle Internet Group worth $17.7K as of Q3 2026.
  • High Point Wealth Management sold 160 Circle Internet Group shares in Q3 2026, an estimated $12.3K.
  • Circle Internet Group made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #207 holding.
  • High Point Wealth Management first reported a position in Circle Internet Group in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Circle Internet Group position peaked at $82.5K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.