1776 Wealth’s Coinbase COIN Stock Holding History

1776 Wealth’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$700K	Buy	4,007 +30	+0.8%	+$5.91K	0.28%	67
2025 Q4	$899K	Hold	3,977	–	–	0.34%	53
2025 Q3	$1.34M	Hold	3,977	–	–	0.52%	35
2025 Q2	$1.39M	Hold	3,977	–	–	0.57%	34
2025 Q1	$685K	Hold	3,977	–	–	0.31%	58
2024 Q4	$987K	Hold	3,977	–	–	0.45%	42
2024 Q3	$709K	Hold	3,977	–	–	0.32%	58
2024 Q2	$884K	Hold	3,977	–	–	0.4%	49
2024 Q1	$1.05M	Buy	3,977 +1,538	+63%	+$277K	0.5%	39
2023 Q4	$424K	Buy	+2,439	New	+$266K	0.21%	86

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1776 Wealth's COIN Position: Q1 2026 in Review

1776 Wealth increased its Coinbase (COIN) stake by 0.75% in Q1 2026, buying an estimated $5.91K and bringing the position to 4,007 shares worth $700K. The position accounts for 0.28% of the portfolio, ranked #67.

1776 Wealth first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

1776 Wealth held 4,007 shares of Coinbase worth $700K as of Q1 2026.
1776 Wealth bought 30 Coinbase shares in Q1 2026, an estimated $5.91K.
Coinbase made up 0.28% of 1776 Wealth's portfolio in Q1 2026, its #67 holding.
1776 Wealth first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
1776 Wealth's Coinbase position peaked at $1.39M in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.