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Bartlett & Co Wealth Management’s Coinbase COIN Stock Holding History

Bartlett & Co 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
Q1 		$65.8K Buy
324
+301
+1,309% +$59.2K ﹤0.01% 631
2025
Q4 		$5.2K Sell
23
-18
-44% -$5.36K ﹤0.01% 1013
2025
Q3 		$13.8K Buy
41
+20
+95% +$6.78K ﹤0.01% 876
2025
Q2 		$7.36K Buy
21
+1
+5% +$234 ﹤0.01% 951
2025
Q1 		$3.44K Hold
20
– – ﹤0.01% 1026
2024
Q4 		$4.97K Hold
20
– – ﹤0.01% 975
2024
Q3 		$3.56K Hold
20
– – ﹤0.01% 999
2024
Q2 		$4.45K Hold
20
– – ﹤0.01% 995
2024
Q1 		$5.3K Hold
20
– – ﹤0.01% 969
2023
Q4 		$3.73K Hold
20
– – ﹤0.01% 1109
2023
Q3 		$1.5K Hold
20
– – ﹤0.01% 1090
2023
Q2 		$1.43K Hold
20
– – ﹤0.01% 1084
2023
Q1 		$1.35K Hold
20
– – ﹤0.01% 1001
2022
Q4 		$708 Sell
20
-7
-26% -$369 ﹤0.01% 1057
2022
Q3 		$1.74K Hold
27
– – ﹤0.01% 1062
2022
Q2 		$1.27K Hold
27
– – ﹤0.01% 1224
2022
Q1 		$5.13K Buy
+27
New +$5.28K ﹤0.01% 914

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

Bartlett & Co Wealth Management's COIN Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Coinbase (COIN) stake by 1,309% in Q1 2026, buying an estimated $59.2K and bringing the position to 324 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Bartlett & Co Wealth Management first reported a position in COIN in Q1 2022 and has held it in 17 quarters since. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Bartlett & Co Wealth Management held 324 shares of Coinbase worth $65.8K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 301 Coinbase shares in Q1 2026, an estimated $59.2K.
  • Coinbase made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #631 holding.
  • Bartlett & Co Wealth Management first reported a position in Coinbase in Q1 2022 and has held it in 17 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.