SWASL
CRCL

Spartan Wealth Advisory Services LLC’s Circle Internet Group CRCL Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.02M Buy
16,305
+4,584
+39% +$446K 0.08% 161
2026
Q1 		$1.12M Buy
+11,721
New +$994K 0.1% 146

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

Spartan Wealth Advisory Services LLC's CRCL Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Circle Internet Group (CRCL) stake by 39% in Q2 2026, buying an estimated $446K and bringing the position to 16,305 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #161.

Spartan Wealth Advisory Services LLC first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q1 2026. 528 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 16,305 shares of Circle Internet Group worth $1.02M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 4,584 Circle Internet Group shares in Q2 2026, an estimated $446K.
  • Circle Internet Group made up 0.08% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #161 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Circle Internet Group position peaked at $1.12M in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.