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 Q2	$47.5K	Buy	325 +1	+0.3%	+$181	﹤0.01%	750
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bartlett & Co Wealth Management's COIN Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Coinbase (COIN) stake by 0.31% in Q2 2026, buying an estimated $181 and bringing the position to 325 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Bartlett & Co Wealth Management first reported a position in COIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $65.8K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Bartlett & Co Wealth Management held 325 shares of Coinbase worth $47.5K as of Q2 2026.
Bartlett & Co Wealth Management bought 1 Coinbase share in Q2 2026, an estimated $181.
Coinbase made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #750 holding.
Bartlett & Co Wealth Management first reported a position in Coinbase in Q1 2022 and has held it in 18 quarters since.
Bartlett & Co Wealth Management's Coinbase position peaked at $65.8K in Q1 2026.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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