Wealth Enhancement Advisory Services
CRCL

Wealth Enhancement Advisory Services’s Circle Internet Group CRCL Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.07M Buy
46,436
+2,273
+5% +$221K 0.01% 1303
2026
Q1 		$3.99M Buy
44,163
+10,383
+31% +$880K 0.01% 1015
2025
Q4 		$2.87M Buy
33,780
+30,558
+948% +$3.16M ﹤0.01% 1327
2025
Q3 		$479K Sell
3,222
-345
-10% -$54.6K ﹤0.01% 2397
2025
Q2 		$673K Buy
+3,567
New +$581K ﹤0.01% 1994

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's CRCL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Circle Internet Group (CRCL) stake by 5.1% in Q2 2026, buying an estimated $221K and bringing the position to 46,436 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #1303.

Wealth Enhancement Advisory Services first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.99M in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 46,436 shares of Circle Internet Group worth $3.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,273 Circle Internet Group shares in Q2 2026, an estimated $221K.
  • Circle Internet Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1303 holding.
  • Wealth Enhancement Advisory Services first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Circle Internet Group position peaked at $3.99M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.