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Asset Planning Inc’s Coinbase COIN Stock Holding History

Asset Planning Inc’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 		$349 Hold
2
– – ﹤0.01% 293
2025
Q4 		$452 Hold
2
– – ﹤0.01% 287
2025
Q3 		$675 Hold
2
– – ﹤0.01% 283
2025
Q2 		$701 Hold
2
– – ﹤0.01% 279
2025
Q1 		$344 Hold
2
– – ﹤0.01% 296
2024
Q4 		$497 Buy
+2
New +$508 ﹤0.01% 304

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

Asset Planning Inc's COIN Position: Q1 2026 in Review

Asset Planning Inc held its Coinbase (COIN) position steady in Q1 2026 at 2 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Asset Planning Inc first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $701 in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Asset Planning Inc held 2 shares of Coinbase worth $349 as of Q1 2026.
  • Asset Planning Inc left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #293 holding.
  • Asset Planning Inc first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Coinbase position peaked at $701 in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.