HPWM
CRCL

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
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

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SHU
SBI Holdings USA Santa Clara, California $101M AUM
ICCFGIA
IDG China Capital Fund GP III Associates Central Hong Kong, China $73.5M AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

High Point Wealth Management's CRCL Position: Q2 2026 in Review

High Point Wealth Management reduced its Circle Internet Group (CRCL) stake by 17% in Q2 2026, selling an estimated $7.3K and leaving 375 shares worth $23.5K. The position accounts for 0.02% of the portfolio, ranked #179.

High Point Wealth Management first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $82.5K in Q4 2025. 252 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • High Point Wealth Management held 375 shares of Circle Internet Group worth $23.5K as of Q2 2026.
  • High Point Wealth Management sold 75 Circle Internet Group shares in Q2 2026, an estimated $7.3K.
  • Circle Internet Group made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #179 holding.
  • High Point Wealth Management first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Circle Internet Group position peaked at $82.5K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.