WANY
CRCL

Wealthspire Advisors (New York)’s Circle Internet Group CRCL Stock Holding History

Wealthspire Advisors (New York)’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 		$2.02M Buy
+32,293
New +$3.14M 0.01% 416
2025
Q4 		– Sell
-1
Closed -$133 – 3064
2025
Q3 		$133 Buy
+1
New +$158 ﹤0.01% 2983

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IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
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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

Wealthspire Advisors (New York)'s CRCL Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Circle Internet Group (CRCL) in Q2 2026: 32,293 shares worth $2.02M. The stake represents 0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CRCL as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in CRCL in Q3 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Wealthspire Advisors (New York) held 32,293 shares of Circle Internet Group worth $2.02M as of Q2 2026.
  • Circle Internet Group was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Circle Internet Group made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #416 holding.
  • Wealthspire Advisors (New York) first reported a position in Circle Internet Group in Q3 2025 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.