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
2025
Q4 		– Sell
-12,500
Closed -$1.66M – 769
2025
Q3 		$1.66M Buy
+12,500
New +$1.98M 0.03% 245
2025
Q2 		– Hold
0
– – – 349

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

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

Mission Wealth Management increased its Circle Internet Group (CRCL) stake by 30% in Q2 2026, buying an estimated $178K and bringing the position to 7,891 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #686.

Mission Wealth Management first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2025. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Mission Wealth Management held 7,891 shares of Circle Internet Group worth $494K as of Q2 2026.
  • Mission Wealth Management bought 1,824 Circle Internet Group shares in Q2 2026, an estimated $178K.
  • Circle Internet Group made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Mission Wealth Management first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Mission Wealth Management's Circle Internet Group position peaked at $1.18M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.