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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return