Beaird Harris Wealth Management’s Coinbase COIN Stock Holding History

Beaird Harris 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	$4.24K	Buy	+29	New	+$5.24K	﹤0.01%	457
2025 Q4	–	Sell	-1	Closed	-$213	–	719
2025 Q3	$213	Buy	+1	New	+$339	﹤0.01%	660
2024 Q3	–	Sell	-11	Closed	-$2.41K	–	555
2024 Q2	$2.41K	Buy	11 +1	+10%	+$230	﹤0.01%	515
2024 Q1	$2.65K	Sell	10 -50	-83%	-$9K	﹤0.01%	442
2023 Q4	$10.5K	Sell	60 -174	-74%	-$19K	﹤0.01%	322
2023 Q3	$17.6K	Hold	234	–	–	﹤0.01%	240
2023 Q2	$16.8K	Hold	234	–	–	﹤0.01%	240
2023 Q1	$15.8K	Sell	234 -29	-11%	-$1.74K	﹤0.01%	241
2022 Q4	$9.32K	Sell	263 -86	-25%	-$4.53K	﹤0.01%	333
2022 Q3	$23K	Buy	349 +234	+203%	+$16.3K	0.01%	222
2022 Q2	$5K	Buy	115 +7	+6%	+$666	﹤0.01%	305
2022 Q1	$20K	Hold	108	–	–	0.01%	250
2021 Q4	$27K	Buy	+108	New	+$31.4K	0.01%	293

Other funds holding COIN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Beaird Harris Wealth Management's COIN Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Coinbase (COIN) in Q2 2026: 29 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in COIN as recently as Q3 2025.

Beaird Harris Wealth Management first reported a position in COIN in Q4 2021 and has held it in 13 quarters since. The position peaked at $27K in Q4 2021. 137 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Beaird Harris Wealth Management held 29 shares of Coinbase worth $4.24K as of Q2 2026.
Coinbase was a new Beaird Harris Wealth Management position in Q2 2026.
Coinbase made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #457 holding.
Beaird Harris Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 13 quarters since.
Beaird Harris Wealth Management's Coinbase position peaked at $27K in Q4 2021.
137 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.