United Financial Planning Group’s Coupang CPNG Stock Holding History

United Financial Planning Group’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	-454	Closed	-$10.7K	–	506
2025 Q4	$10.7K	Buy	+454	New	+$12.9K	0.01%	198

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

United Financial Planning Group's CPNG Position: Q1 2026 in Review

United Financial Planning Group sold out of Coupang (CPNG) in Q1 2026, closing a stake of 454 shares — an estimated $10.7K sold.

United Financial Planning Group first reported a position in CPNG in Q4 2025 and held it in 1 quarter. The position peaked at $10.7K in Q4 2025. 603 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

United Financial Planning Group reported no remaining Coupang position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 454 Coupang shares in Q1 2026, an estimated $10.7K.
United Financial Planning Group first reported a position in Coupang in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's Coupang position peaked at $10.7K in Q4 2025.
603 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.