Aprio Wealth Management’s Coinbase COIN Stock Holding History

Aprio 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	$200K	Buy	+1,369	New	+$247K	0.01%	625

Other funds holding COIN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

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

Aprio Wealth Management opened a new position in Coinbase (COIN) in Q2 2026: 1,369 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings.

420 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Aprio Wealth Management held 1,369 shares of Coinbase worth $200K as of Q2 2026.
Coinbase was a new Aprio Wealth Management position in Q2 2026.
Coinbase made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #625 holding.
420 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.