XWM
CRCL

Xcel Wealth Management’s Circle Internet Group CRCL Stock Holding History

Xcel Wealth Management’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
2025
Q4 		– Sell
-4,810
Closed -$638K – 149
2025
Q3 		$638K Buy
+4,810
New +$761K 0.17% 89

Other funds holding CRCL

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
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
AXA
Accel XI Associates Palo Alto, California $162M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Xcel Wealth Management's CRCL Position: Q4 2025 in Review

Xcel Wealth Management sold out of Circle Internet Group (CRCL) in Q4 2025, closing a stake of 4,810 shares — an estimated $638K sold.

Xcel Wealth Management first reported a position in CRCL in Q3 2025 and held it in 1 quarter. The position peaked at $638K in Q3 2025. 461 funds tracked by Wall St. Rank hold CRCL as of Q4 2025.

  • Xcel Wealth Management reported no remaining Circle Internet Group position as of Q4 2025 after selling out during the quarter.
  • Xcel Wealth Management sold 4,810 Circle Internet Group shares in Q4 2025, an estimated $638K.
  • Xcel Wealth Management first reported a position in Circle Internet Group in Q3 2025 and held it in 1 quarter.
  • Xcel Wealth Management's Circle Internet Group position peaked at $638K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Circle Internet Group as of Q4 2025.

Based on Xcel Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.