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Root Financial Partners’s Coupang CPNG Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-2,265
Closed -$42.8K – 1003
2026
Q1 		$42.8K Buy
2,265
+921
+69% +$18K ﹤0.01% 943
2025
Q4 		$31.7K Buy
1,344
+116
+9% +$3.3K ﹤0.01% 915
2025
Q3 		$39.5K Buy
+1,228
New +$37.1K ﹤0.01% 761

Other funds holding CPNG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Root Financial Partners's CPNG Position: Q2 2026 in Review

Root Financial Partners sold out of Coupang (CPNG) in Q2 2026, closing a stake of 2,265 shares — an estimated $42.8K sold.

Root Financial Partners first reported a position in CPNG in Q3 2025 and held it in 3 quarters. The position peaked at $42.8K in Q1 2026. 134 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

  • Root Financial Partners reported no remaining Coupang position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,265 Coupang shares in Q2 2026, an estimated $42.8K.
  • Root Financial Partners first reported a position in Coupang in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Coupang position peaked at $42.8K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.