LWM
CRCL

Lodestone Wealth Management’s Circle Internet Group CRCL Stock Holding History

Lodestone Wealth Management’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 		$14K Hold
224
– – 0.01% 469
2026
Q1 		$21.4K Buy
224
+24
+12% +$2.03K 0.01% 405
2025
Q4 		$15.9K Buy
+200
New +$20.7K 0.01% 437

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Lodestone Wealth Management held its Circle Internet Group (CRCL) position steady in Q2 2026 at 224 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #469.

Lodestone Wealth Management first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.4K in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Lodestone Wealth Management held 224 shares of Circle Internet Group worth $14K as of Q2 2026.
  • Lodestone Wealth Management left its Circle Internet Group share count unchanged in Q2 2026.
  • Circle Internet Group made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Lodestone Wealth Management first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Circle Internet Group position peaked at $21.4K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

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