AWA
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Aaron Wealth Advisors’s Coinbase COIN Stock Holding History

Aaron Wealth Advisors’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
Q2 		$313K Buy
2,143
+59
+3% +$10.7K 0.02% 563
2026
Q1 		$364K Buy
2,084
+669
+47% +$132K 0.02% 486
2025
Q4 		$320K Sell
1,415
-354
-20% -$105K 0.02% 557
2025
Q3 		$597K Buy
1,769
+756
+75% +$256K 0.04% 359
2025
Q2 		$355K Buy
+1,013
New +$237K 0.04% 319
2025
Q1 		– Sell
-842
Closed -$209K – 461
2024
Q4 		$209K Buy
+842
New +$214K 0.02% 427

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Aaron Wealth Advisors's COIN Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Coinbase (COIN) stake by 2.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,143 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #563.

Aaron Wealth Advisors first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $597K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Aaron Wealth Advisors held 2,143 shares of Coinbase worth $313K as of Q2 2026.
  • Aaron Wealth Advisors bought 59 Coinbase shares in Q2 2026, an estimated $10.7K.
  • Coinbase made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #563 holding.
  • Aaron Wealth Advisors first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Aaron Wealth Advisors's Coinbase position peaked at $597K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.