Institute for Wealth Management’s Coupang CPNG Stock Holding History

Institute for Wealth Management’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	$638K	Sell	36,749 -1,000	-3%	-$18K	0.06%	279
2026 Q1	$713K	Buy	37,749 +14,000	+59%	+$274K	0.08%	252
2025 Q4	$560K	Buy	23,749 +15,590	+191%	+$444K	0.06%	286
2025 Q3	$263K	Hold	8,159	–	–	0.03%	486
2025 Q2	$244K	Buy	+8,159	New	+$209K	0.03%	488
2024 Q4	–	Sell	-8,159	Closed	-$200K	–	522
2024 Q3	$200K	Buy	+8,159	New	+$181K	0.03%	520
2022 Q4	–	Sell	-17,968	Closed	-$300K	–	455
2022 Q3	$300K	Sell	17,968 -632	-3%	-$10.9K	0.07%	337
2022 Q2	$237K	Buy	18,600 +4,991	+37%	+$68K	0.05%	455
2022 Q1	$241K	Buy	+13,609	New	+$291K	0.04%	474

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

Institute for Wealth Management's CPNG Position: Q2 2026 in Review

Institute for Wealth Management reduced its Coupang (CPNG) stake by 2.6% in Q2 2026, selling an estimated $18K and leaving 36,749 shares worth $638K. The position accounts for 0.06% of the portfolio, ranked #279.

Institute for Wealth Management first reported a position in CPNG in Q1 2022 and has held it in 9 quarters since. The position peaked at $713K in Q1 2026. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Institute for Wealth Management held 36,749 shares of Coupang worth $638K as of Q2 2026.
Institute for Wealth Management sold 1,000 Coupang shares in Q2 2026, an estimated $18K.
Coupang made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #279 holding.
Institute for Wealth Management first reported a position in Coupang in Q1 2022 and has held it in 9 quarters since.
Institute for Wealth Management's Coupang position peaked at $713K in Q1 2026.
589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.