TWD
CRCL

True Wealth Design’s Circle Internet Group CRCL Stock Holding History

True Wealth Design’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 		$1.63K Sell
26
-72
-73% -$7.01K ﹤0.01% 1779
2026
Q1 		$9.35K Buy
98
+95
+3,167% +$8.05K ﹤0.01% 995
2025
Q4 		$238 Buy
+3
New +$310 ﹤0.01% 2182

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Wealth Design's CRCL Position: Q2 2026 in Review

True Wealth Design reduced its Circle Internet Group (CRCL) stake by 73% in Q2 2026, selling an estimated $7.01K and leaving 26 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

True Wealth Design first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.35K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • True Wealth Design held 26 shares of Circle Internet Group worth $1.63K as of Q2 2026.
  • True Wealth Design sold 72 Circle Internet Group shares in Q2 2026, an estimated $7.01K.
  • Circle Internet Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1779 holding.
  • True Wealth Design first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's Circle Internet Group position peaked at $9.35K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.