Orion Portfolio Solutions’s Coupang CPNG Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$721K	Buy	32,881 +17,779	+118%	+$413K	0.01%	1232
2024 Q4	$332K	Sell	15,102 -44	-0.3%	-$1.08K	﹤0.01%	1509
2024 Q3	$372K	Buy	15,146 +1,875	+14%	+$41.7K	﹤0.01%	1435
2024 Q2	$278K	Buy	13,271 +534	+4%	+$11.6K	﹤0.01%	1490
2024 Q1	$227K	Buy	12,737 +1,454	+13%	+$23.8K	﹤0.01%	1568
2023 Q4	$181K	Buy	11,283 +1,186	+12%	+$19.6K	﹤0.01%	1592
2023 Q3	$172K	Buy	+10,097	New	+$182K	﹤0.01%	1564
2023 Q2	–	Sell	-10,025	Closed	-$160K	–	1630
2023 Q1	$160K	Buy	+10,025	New	+$155K	﹤0.01%	1512

Other funds holding CPNG

SIAU

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

Orion Portfolio Solutions's CPNG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Coupang (CPNG) stake by 118% in Q1 2025, buying an estimated $413K and bringing the position to 32,881 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #1232.

Orion Portfolio Solutions first reported a position in CPNG in Q1 2023 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold CPNG as of Q1 2025.

Orion Portfolio Solutions held 32,881 shares of Coupang worth $721K as of Q1 2025.
Orion Portfolio Solutions bought 17,779 Coupang shares in Q1 2025, an estimated $413K.
Coupang made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1232 holding.
Orion Portfolio Solutions first reported a position in Coupang in Q1 2023 and has held it in 8 quarters since.
615 funds tracked by Wall St. Rank held Coupang as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.