AWM
COIN icon

Accurate Wealth Management’s Coinbase COIN Stock Holding History

Accurate 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
Q1 		– Sell
-2,284
Closed -$550K – 541
2025
Q4 		$550K Sell
2,284
-107
-4% -$31.9K 0.07% 285
2025
Q3 		$817K Sell
2,391
-140
-6% -$47.5K 0.11% 200
2025
Q2 		$984K Buy
2,531
+179
+8% +$41.8K 0.15% 148
2025
Q1 		$413K Buy
2,352
+14
+0.6% +$3.39K 0.08% 228
2024
Q4 		$605K Buy
2,338
+214
+10% +$54.3K 0.12% 182
2024
Q3 		$417K Buy
2,124
+211
+11% +$42.3K 0.08% 232
2024
Q2 		$465K Buy
1,913
+66
+4% +$15.2K 0.11% 174
2024
Q1 		$390K Buy
1,847
+155
+9% +$27.9K 0.11% 173
2023
Q4 		$239K Buy
+1,692
New +$185K 0.07% 239
2023
Q1 		– Sell
-923
Closed -$39.9K – 482
2022
Q4 		$39.9K Buy
+923
New +$48.6K 0.01% 507

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Wealth Management's COIN Position: Q1 2026 in Review

Accurate Wealth Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,284 shares — an estimated $550K sold.

Accurate Wealth Management first reported a position in COIN in Q4 2022 and held it in 10 quarters. The position peaked at $984K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Accurate Wealth Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 2,284 Coinbase shares in Q1 2026, an estimated $550K.
  • Accurate Wealth Management first reported a position in Coinbase in Q4 2022 and held it in 10 quarters.
  • Accurate Wealth Management's Coinbase position peaked at $984K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.