AWM
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AE Wealth Management’s Coinbase COIN Stock Holding History

AE 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
2025
Q3 		– Sell
-100
Closed -$46 – 2299
2025
Q2 		$46 Buy
+100
New +$23.4K ﹤0.01% 2147
2021
Q3 		– Sell
-100
Closed -$1K – 1642
2021
Q2 		$1K Buy
+100
New +$26K ﹤0.01% 1568

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

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

AE Wealth Management reduced its Coinbase (COIN) stake by 8.1% in Q2 2026, selling an estimated $200K and leaving 12,547 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #689.

AE Wealth Management first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q2 2021. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • AE Wealth Management held 12,547 shares of Coinbase worth $1.83M as of Q2 2026.
  • AE Wealth Management sold 1,108 Coinbase shares in Q2 2026, an estimated $200K.
  • Coinbase made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #689 holding.
  • AE Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • AE Wealth Management's Coinbase position peaked at $3.48M in Q2 2021.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.