Spire Wealth Management’s Coupang CPNG Stock Holding History

Spire Wealth Management’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	–	Sell	-25	Closed	-$590	–	2289
2025 Q4	$590	Sell	25 -30	-55%	-$854	﹤0.01%	2265
2025 Q3	$1.77K	Buy	55 +30	+120%	+$907	﹤0.01%	2185
2025 Q2	$749	Hold	25	–	–	﹤0.01%	2325
2025 Q1	$548	Buy	+25	New	+$581	﹤0.01%	2455
2024 Q2	–	Sell	-225	Closed	-$4K	–	2237
2024 Q1	$4K	Hold	225	–	–	﹤0.01%	1977
2023 Q4	$3.36K	Buy	225 +96	+74%	+$1.58K	﹤0.01%	2047
2023 Q3	$2.19K	Hold	129	–	–	﹤0.01%	2120
2023 Q2	$2.25K	Hold	129	–	–	﹤0.01%	2178
2023 Q1	$2.06K	Buy	129 +25	+24%	+$387	﹤0.01%	2261
2022 Q4	$2K	Hold	104	–	–	﹤0.01%	2025
2022 Q3	$2K	Sell	104 -60	-37%	-$1.04K	﹤0.01%	1933
2022 Q2	$2K	Sell	164 -880	-84%	-$12K	﹤0.01%	2339
2022 Q1	$18K	Sell	1,044 -206	-16%	-$4.4K	﹤0.01%	1844
2021 Q4	$37K	Buy	1,250 +753	+152%	+$21.2K	﹤0.01%	1851
2021 Q3	$14K	Buy	497 +184	+59%	+$6.36K	﹤0.01%	1981
2021 Q2	$13K	Sell	313 -2	-0.6%	-$82	﹤0.01%	2023
2021 Q1	$14K	Buy	+315	New	+$14.6K	﹤0.01%	2293

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