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Lodestone Wealth Management’s Coupang CPNG Stock Holding History

Lodestone 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 		$6.95K Hold
400
– – ﹤0.01% 565
2026
Q1 		$7.55K Hold
400
– – ﹤0.01% 544
2025
Q4 		$9.44K Buy
+400
New +$11.4K ﹤0.01% 515

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
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
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

Lodestone Wealth Management's CPNG Position: Q2 2026 in Review

Lodestone Wealth Management held its Coupang (CPNG) position steady in Q2 2026 at 400 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Lodestone Wealth Management first reported a position in CPNG in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.44K in Q4 2025. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

  • Lodestone Wealth Management held 400 shares of Coupang worth $6.95K as of Q2 2026.
  • Lodestone Wealth Management left its Coupang share count unchanged in Q2 2026.
  • Coupang made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Lodestone Wealth Management first reported a position in Coupang in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Coupang position peaked at $9.44K in Q4 2025.
  • 589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.