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Atlantic Private Wealth’s Coinbase COIN Stock Holding History

Atlantic Private Wealth’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 		$573K Hold
3,279
– – 0.37% 33
2025
Q4 		$742K Buy
3,279
+50
+2% +$14.9K 0.47% 26
2025
Q3 		$1.09M Hold
3,229
– – 0.7% 18
2025
Q2 		$1.13M Hold
3,229
– – 0.76% 20
2025
Q1 		$556K Hold
3,229
– – 0.41% 32
2024
Q4 		$802K Hold
3,229
– – 0.6% 21
2024
Q3 		$575K Buy
+3,229
New +$647K 0.44% 25

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

Atlantic Private Wealth's COIN Position: Q1 2026 in Review

Atlantic Private Wealth held its Coinbase (COIN) position steady in Q1 2026 at 3,279 shares worth $573K. The position accounts for 0.37% of the portfolio, ranked #33.

Atlantic Private Wealth first reported a position in COIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Atlantic Private Wealth held 3,279 shares of Coinbase worth $573K as of Q1 2026.
  • Atlantic Private Wealth left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.37% of Atlantic Private Wealth's portfolio in Q1 2026, its #33 holding.
  • Atlantic Private Wealth first reported a position in Coinbase in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's Coinbase position peaked at $1.13M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.