AWP
COIN icon

Avid Wealth Partners’s Coinbase COIN Stock Holding History

Avid Wealth Partners’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 		– Sell
-1,231
Closed -$215K – 79
2026
Q1 		$215K Buy
1,231
+3
+0.2% +$591 0.1% 69
2025
Q4 		$278K Buy
1,228
+1
+0.1% +$298 0.14% 51
2025
Q3 		$414K Buy
1,227
+108
+10% +$36.6K 0.21% 42
2025
Q2 		$392K Sell
1,119
-102
-8% -$23.8K 0.22% 40
2025
Q1 		$210K Hold
1,221
– – 0.14% 46
2024
Q4 		$303K Hold
1,221
– – 0.22% 37
2024
Q3 		$218K Hold
1,221
– – 0.15% 37
2024
Q2 		$271K Hold
1,221
– – 0.21% 31
2024
Q1 		$324K Hold
1,221
– – 0.26% 31
2023
Q4 		$212K Buy
+1,221
New +$133K 0.21% 28

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

Avid Wealth Partners's COIN Position: Q2 2026 in Review

Avid Wealth Partners sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,231 shares — an estimated $215K sold.

Avid Wealth Partners first reported a position in COIN in Q4 2023 and held it in 10 quarters. The position peaked at $414K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Avid Wealth Partners reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Avid Wealth Partners sold 1,231 Coinbase shares in Q2 2026, an estimated $215K.
  • Avid Wealth Partners first reported a position in Coinbase in Q4 2023 and held it in 10 quarters.
  • Avid Wealth Partners's Coinbase position peaked at $414K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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