NewEdge Wealth’s Coupang CPNG Stock Holding History

NewEdge Wealth’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 Q1	$319K	Buy	16,917 +840	+5%	+$16.4K	﹤0.01%	948
2025 Q4	$379K	Buy	16,077 +860	+6%	+$24.5K	﹤0.01%	943
2025 Q3	$460K	Buy	15,217 +2,421	+19%	+$73.2K	0.01%	770
2025 Q2	$356K	Sell	12,796 -3,818	-23%	-$97.8K	0.01%	787
2025 Q1	$364K	Buy	16,614 +722	+5%	+$16.8K	0.01%	729
2024 Q4	$349K	Sell	15,892 -1,707	-10%	-$41.9K	0.01%	723
2024 Q3	$432K	Buy	17,599 +6,393	+57%	+$142K	0.01%	651
2024 Q2	$235K	Buy	11,206 +541	+5%	+$11.7K	0.01%	695
2024 Q1	$240K	Sell	10,665 -11,150	-51%	-$182K	0.01%	715
2023 Q4	$353K	Buy	21,815 +4,000	+22%	+$66K	0.01%	584
2023 Q3	$303K	Buy	17,815 +4,002	+29%	+$72K	0.01%	545
2023 Q2	$240K	Buy	13,813 +1,430	+12%	+$23.3K	0.01%	576
2023 Q1	$198K	Buy	+12,383	New	+$192K	0.01%	584

Other funds holding CPNG

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return