Back to CRCL

Concurrent Investment Advisors, LLC → CRCL

Concurrent Investment Advisors, LLC CRCL Position History

Circle Internet Group • Financial Services

Quarters held
10
Latest value
$1.3M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13K
Q3 2025$1.1M
Q4 2025$159K
Q4 2025$1.8M
Q1 2026$36K
Q1 2026$1.6M
Q2 2026$1.2M
Q2 2026$107K
Q3 2026$256K
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M15.6K——
Q3 2026$256K3.1K——
Q2 2026$107K1.7K——
Q2 2026$1.2M18.6K——
Q1 2026$1.6M16.8K——
Q1 2026$36K374——
Q4 2025$1.8M23.0K——
Q4 2025$159K2.0K——
Q3 2025$1.1M8.0K——
Q3 2025$13K100——

Other funds holding CRCL

Other Concurrent Investment Advisors, LLC positions

AAPL

APPLE INC

$450.7M
NVDA

NVIDIA CORPORATION

$440.4M
VGES

VANGUARD INDEX FDS

$399.2M
MSFT

MICROSOFT CORP

$367.1M
VGES

VANGUARD INDEX FDS

$352.4M
ETHA

ISHARES TR

$294M
AAPL

APPLE INC

$286.1M
AAPL

APPLE INC

$253.4M