MWM
CRCL

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

Modern 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 		$216K Buy
+3,444
New +$335K ﹤0.01% 1009

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

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

Modern Wealth Management opened a new position in Circle Internet Group (CRCL) in Q2 2026: 3,444 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Modern Wealth Management held 3,444 shares of Circle Internet Group worth $216K as of Q2 2026.
  • Circle Internet Group was a new Modern Wealth Management position in Q2 2026.
  • Circle Internet Group made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1009 holding.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.