Abound Wealth Management’s Coinbase COIN Stock Holding History

Abound Wealth Management’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	$4.39K	Sell	30 -23	-43%	-$4.15K	﹤0.01%	623
2026 Q1	$9.26K	Buy	53 +3	+6%	+$591	﹤0.01%	570
2025 Q4	$11.3K	Sell	50 -59	-54%	-$17.6K	﹤0.01%	483
2025 Q3	$36.8K	Buy	109 +85	+354%	+$28.8K	0.01%	254
2025 Q2	$8.41K	Buy	+24	New	+$5.61K	﹤0.01%	477
2024 Q4	–	Sell	-75	Closed	-$19K	–	1200
2024 Q3	$13.4K	Buy	+75	New	+$15K	﹤0.01%	368
2024 Q2	–	Sell	-5	Closed	-$1.33K	–	1198
2024 Q1	$1.33K	Buy	5 +3	+150%	+$540	﹤0.01%	735
2023 Q4	$348	Hold	2	–	–	﹤0.01%	1091
2023 Q3	$151	Hold	2	–	–	﹤0.01%	1131
2023 Q2	$144	Buy	+2	New	+$119	﹤0.01%	1169

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Abound Wealth Management's COIN Position: Q2 2026 in Review

Abound Wealth Management reduced its Coinbase (COIN) stake by 43% in Q2 2026, selling an estimated $4.15K and leaving 30 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Abound Wealth Management first reported a position in COIN in Q2 2023 and has held it in 10 quarters since. The position peaked at $36.8K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Abound Wealth Management held 30 shares of Coinbase worth $4.39K as of Q2 2026.
Abound Wealth Management sold 23 Coinbase shares in Q2 2026, an estimated $4.15K.
Coinbase made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #623 holding.
Abound Wealth Management first reported a position in Coinbase in Q2 2023 and has held it in 10 quarters since.
Abound Wealth Management's Coinbase position peaked at $36.8K in Q3 2025.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.