AWM
COIN icon

Activest Wealth Management’s Coinbase COIN Stock Holding History

Activest 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 		$384K Sell
2,627
-1,154
-31% -$208K 0.07% 82
2026
Q1 		$660K Buy
3,781
+410
+12% +$80.7K 0.12% 78
2025
Q4 		$762K Buy
3,371
+209
+7% +$62.3K 0.14% 66
2025
Q3 		$1.07M Sell
3,162
-16
-0.5% -$5.42K 0.22% 51
2025
Q2 		$1.11M Buy
3,178
+66
+2% +$15.4K 0.27% 42
2025
Q1 		$536K Hold
3,112
– – 0.14% 64
2024
Q4 		$773K Buy
3,112
+1
+0% +$254 0.22% 51
2024
Q3 		$554K Sell
3,111
-680
-18% -$136K 0.17% 55
2024
Q2 		$842K Buy
3,791
+3,449
+1,008% +$794K 0.28% 42
2024
Q1 		$90.7K Buy
+342
New +$61.5K 0.04% 84
2023
Q4 		– Sell
-303
Closed -$22.7K – 342
2023
Q3 		$22.7K Buy
+303
New +$25.5K 0.01% 130
2023
Q2 		– Sell
-305
Closed -$19.6K – 310
2023
Q1 		$19.6K Sell
305
-1,640
-84% -$98.2K 0.01% 126
2022
Q4 		$68K Buy
1,945
+414
+27% +$21.8K 0.02% 167
2022
Q3 		$99K Buy
1,531
+1,346
+728% +$94K 0.03% 133
2022
Q2 		$9K Buy
185
+69
+59% +$6.57K 0.01% 207
2022
Q1 		$22K Buy
116
+53
+84% +$10.4K 0.01% 156
2021
Q4 		$16K Buy
63
+32
+103% +$9.3K 0.01% 181
2021
Q3 		$7K Hold
31
– – ﹤0.01% 252
2021
Q2 		$8K Buy
+31
New +$8.05K 0.01% 216

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

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

Activest Wealth Management reduced its Coinbase (COIN) stake by 31% in Q2 2026, selling an estimated $208K and leaving 2,627 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #82.

Activest Wealth Management first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q2 2025. 327 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Activest Wealth Management held 2,627 shares of Coinbase worth $384K as of Q2 2026.
  • Activest Wealth Management sold 1,154 Coinbase shares in Q2 2026, an estimated $208K.
  • Coinbase made up 0.07% of Activest Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Activest Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Coinbase position peaked at $1.11M in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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