SW
CRCL

Simplicity Wealth’s Circle Internet Group CRCL Stock Holding History

Simplicity Wealth’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 		$205K Sell
3,275
-9,653
-75% -$939K 0.01% 978
2026
Q1 		$1.23M Sell
12,928
-2,390
-16% -$203K 0.07% 257
2025
Q4 		$1.21M Buy
+15,318
New +$1.58M 0.07% 245

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

Simplicity Wealth's CRCL Position: Q2 2026 in Review

Simplicity Wealth reduced its Circle Internet Group (CRCL) stake by 75% in Q2 2026, selling an estimated $939K and leaving 3,275 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #978.

Simplicity Wealth first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2026. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Simplicity Wealth held 3,275 shares of Circle Internet Group worth $205K as of Q2 2026.
  • Simplicity Wealth sold 9,653 Circle Internet Group shares in Q2 2026, an estimated $939K.
  • Circle Internet Group made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #978 holding.
  • Simplicity Wealth first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's Circle Internet Group position peaked at $1.23M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.