BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Coupang CPNG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q2	–	Sell	-142	Closed	-$2.68K	–	2430
2026 Q1	$2.68K	Sell	142 -90	-39%	-$1.76K	﹤0.01%	2026
2025 Q4	$5.47K	Buy	232 +49	+27%	+$1.39K	﹤0.01%	1865
2025 Q3	$5.89K	Buy	183 +16	+10%	+$484	﹤0.01%	1779
2025 Q2	$5K	Buy	167 +63	+61%	+$1.61K	﹤0.01%	1772
2025 Q1	$2.28K	Buy	104 +36	+53%	+$837	﹤0.01%	1960
2024 Q4	$1.5K	Hold	68	–	–	﹤0.01%	1956
2024 Q3	$1.67K	Buy	+68	New	+$1.51K	﹤0.01%	2012

Other funds holding CPNG

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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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

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

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

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CPNG Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Coupang (CPNG) in Q2 2026, closing a stake of 142 shares — an estimated $2.68K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CPNG in Q3 2024 and held it in 7 quarters. The position peaked at $5.89K in Q3 2025. 593 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Coupang position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 142 Coupang shares in Q2 2026, an estimated $2.68K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Coupang in Q3 2024 and held it in 7 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Coupang position peaked at $5.89K in Q3 2025.
593 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.