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Inspirion Wealth Advisors’s Coupang CPNG Stock Holding History

Inspirion Wealth Advisors’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
Q3 		$1.86M Sell
134,214
-150
-0.1% -$2.4K 0.21% 47
2026
Q2 		$2.44M Hold
134,364
– – 0.28% 37
2026
Q1 		$2.54M Buy
134,364
+50
+0% +$979 0.32% 35
2025
Q4 		$3.17M Sell
134,314
-1,600
-1% -$45.5K 0.39% 31
2025
Q3 		$3.34M Buy
135,914
+1,600
+1% +$48.4K 0.47% 25
2025
Q2 		$4.02M Buy
134,314
+400
+0.3% +$10.2K 0.53% 25
2025
Q1 		$2.94M Hold
133,914
– – 0.41% 27
2024
Q4 		$3.05M Sell
133,914
-2,000
-1% -$49.1K 0.43% 27
2024
Q3 		$3.34M Hold
135,914
– – 0.47% 25
2024
Q2 		$2.85M Hold
135,914
– – 0.44% 27
2024
Q1 		$2.42M Sell
135,914
-381,512
-74% -$6.24M 0.4% 29
2023
Q4 		$8.14M Sell
517,426
-2,750
-0.5% -$45.4K 1.47% 16
2023
Q3 		$8.84M Sell
520,176
-227,000
-30% -$4.08M 1.72% 16
2023
Q2 		$13M Hold
747,176
– – 2.49% 14
2023
Q1 		$12M Buy
747,176
+59
+0% +$914 2.4% 14
2022
Q4 		$11M Sell
747,117
-206,028
-22% -$3.64M 2.33% 13
2022
Q3 		$15.9M Buy
953,145
+100
+0% +$1.73K 3.58% 12
2022
Q2 		$12.2M Buy
953,045
+17,674
+2% +$241K 2.67% 13
2022
Q1 		$16.5M Sell
935,371
-161,512
-15% -$3.45M 3.39% 11
2021
Q4 		$32.2M Sell
1,096,883
-5,830
-0.5% -$164K 6.79% 5
2021
Q3 		$30.7M Buy
+1,102,713
New +$38.1M 7.07% 5

Other funds holding CPNG

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Inspirion Wealth Advisors's CPNG Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its Coupang (CPNG) stake by 0.11% in Q3 2026, selling an estimated $2.4K and leaving 134,214 shares worth $1.86M. The position accounts for 0.21% of the portfolio, ranked #47.

Inspirion Wealth Advisors first reported a position in CPNG in Q3 2021 and has held it in 21 quarters since. The position peaked at $32.2M in Q4 2021. 14 funds tracked by Wall St. Rank hold CPNG as of Q3 2026.

  • Inspirion Wealth Advisors held 134,214 shares of Coupang worth $1.86M as of Q3 2026.
  • Inspirion Wealth Advisors sold 150 Coupang shares in Q3 2026, an estimated $2.4K.
  • Coupang made up 0.21% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Inspirion Wealth Advisors first reported a position in Coupang in Q3 2021 and has held it in 21 quarters since.
  • Inspirion Wealth Advisors's Coupang position peaked at $32.2M in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Coupang as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.