MWM
CRCL

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

Mission 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
Q1 		$579K Sell
6,067
-8,836
-59% -$749K 0.01% 451
2025
Q4 		$1.18M Buy
14,903
+14,901
+745,050% +$1.54M 0.02% 303
2025
Q3 		$266 Sell
2
-31
-94% -$4.91K ﹤0.01% 704
2025
Q2 		$6.07K Buy
+33
New +$5.38K ﹤0.01% 682

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Mission Wealth Management's CRCL Position: Q1 2026 in Review

Mission Wealth Management reduced its Circle Internet Group (CRCL) stake by 59% in Q1 2026, selling an estimated $749K and leaving 6,067 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #451.

Mission Wealth Management first reported a position in CRCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2025. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Mission Wealth Management held 6,067 shares of Circle Internet Group worth $579K as of Q1 2026.
  • Mission Wealth Management sold 8,836 Circle Internet Group shares in Q1 2026, an estimated $749K.
  • Circle Internet Group made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #451 holding.
  • Mission Wealth Management first reported a position in Circle Internet Group in Q2 2025 and has held it in 4 quarters since.
  • Mission Wealth Management's Circle Internet Group position peaked at $1.18M in Q4 2025.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.