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Basecamp Wealth Advisors’s Coinbase COIN Stock Holding History

Basecamp Wealth Advisors’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 		$87.4K Sell
598
-50
-8% -$9.03K 0.02% 425
2026
Q1 		$113K Sell
648
-11
-2% -$2.17K 0.02% 367
2025
Q4 		$149K Buy
+659
New +$196K 0.03% 299

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

Basecamp Wealth Advisors's COIN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Coinbase (COIN) stake by 7.7% in Q2 2026, selling an estimated $9.03K and leaving 598 shares worth $87.4K. The position accounts for 0.02% of the portfolio, ranked #425.

Basecamp Wealth Advisors first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Basecamp Wealth Advisors held 598 shares of Coinbase worth $87.4K as of Q2 2026.
  • Basecamp Wealth Advisors sold 50 Coinbase shares in Q2 2026, an estimated $9.03K.
  • Coinbase made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #425 holding.
  • Basecamp Wealth Advisors first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Coinbase position peaked at $149K in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.