VWM
CRCL

Valley Wealth Managers’s Circle Internet Group CRCL Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-229
Closed -$18.2K – 377
2025
Q4 		$18.2K Buy
+229
New +$23.7K ﹤0.01% 258

Other funds holding CRCL

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Valley Wealth Managers's CRCL Position: Q1 2026 in Review

Valley Wealth Managers sold out of Circle Internet Group (CRCL) in Q1 2026, closing a stake of 229 shares — an estimated $18.2K sold.

Valley Wealth Managers first reported a position in CRCL in Q4 2025 and held it in 1 quarter. The position peaked at $18.2K in Q4 2025. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Valley Wealth Managers reported no remaining Circle Internet Group position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 229 Circle Internet Group shares in Q1 2026, an estimated $18.2K.
  • Valley Wealth Managers first reported a position in Circle Internet Group in Q4 2025 and held it in 1 quarter.
  • Valley Wealth Managers's Circle Internet Group position peaked at $18.2K in Q4 2025.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.