IWC
CRCL

Integrated Wealth Concepts’s Circle Internet Group CRCL Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-3,529
Closed -$337K – 2559
2026
Q1 		$337K Buy
+3,529
New +$299K ﹤0.01% 1783

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 3,529 shares — an estimated $337K sold.

Integrated Wealth Concepts first reported a position in CRCL in Q1 2026 and held it in 1 quarter. The position peaked at $337K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,529 Circle Internet Group shares in Q2 2026, an estimated $337K.
  • Integrated Wealth Concepts first reported a position in Circle Internet Group in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's Circle Internet Group position peaked at $337K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

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