Integrated Wealth Concepts’s Coupang CPNG Stock Holding History

Integrated Wealth Concepts’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	$1.15M	Sell	66,269 -6,076	-8%	-$110K	0.01%	1131
2026 Q1	$1.37M	Buy	72,345 +41,183	+132%	+$806K	0.01%	943
2025 Q4	$735K	Sell	31,162 -82,915	-73%	-$2.36M	0.01%	916
2025 Q3	$3.67M	Buy	114,077 +22,264	+24%	+$673K	0.03%	468
2025 Q2	$2.75M	Buy	91,813 +24,894	+37%	+$638K	0.03%	517
2025 Q1	$1.47M	Sell	66,919 -2,559	-4%	-$59.5K	0.02%	669
2024 Q4	$1.53M	Buy	69,478 +57,368	+474%	+$1.41M	0.02%	650
2024 Q3	$297K	Buy	12,110 +82	+0.7%	+$1.82K	﹤0.01%	1348
2024 Q2	$252K	Buy	12,028 +595	+5%	+$12.9K	﹤0.01%	1418
2024 Q1	$203K	Buy	+11,433	New	+$187K	﹤0.01%	1515

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

Integrated Wealth Concepts's CPNG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Coupang (CPNG) stake by 8.4% in Q2 2026, selling an estimated $110K and leaving 66,269 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1131.

Integrated Wealth Concepts first reported a position in CPNG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.67M in Q3 2025. 590 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

Integrated Wealth Concepts held 66,269 shares of Coupang worth $1.15M as of Q2 2026.
Integrated Wealth Concepts sold 6,076 Coupang shares in Q2 2026, an estimated $110K.
Coupang made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1131 holding.
Integrated Wealth Concepts first reported a position in Coupang in Q1 2024 and has held it in 10 quarters since.
Integrated Wealth Concepts's Coupang position peaked at $3.67M in Q3 2025.
590 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.