SWP
CRCL

Stratos Wealth Partners’s Circle Internet Group CRCL Stock Holding History

Stratos Wealth Partners’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
2025
Q4 		– Sell
-2,646
Closed -$351K – 1666
2025
Q3 		$351K Buy
2,646
+1,285
+94% +$203K ﹤0.01% 1176
2025
Q2 		$247K Buy
+1,361
New +$222K ﹤0.01% 1224

Other funds holding CRCL

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ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
AXA
Accel XI Associates Palo Alto, California $162M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's CRCL Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Circle Internet Group (CRCL) in Q4 2025, closing a stake of 2,646 shares — an estimated $351K sold.

Stratos Wealth Partners first reported a position in CRCL in Q2 2025 and held it in 2 quarters. The position peaked at $351K in Q3 2025. 461 funds tracked by Wall St. Rank hold CRCL as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Circle Internet Group position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,646 Circle Internet Group shares in Q4 2025, an estimated $351K.
  • Stratos Wealth Partners first reported a position in Circle Internet Group in Q2 2025 and held it in 2 quarters.
  • Stratos Wealth Partners's Circle Internet Group position peaked at $351K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Circle Internet Group as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.