BIP Wealth’s Coinbase COIN Stock Holding History

BIP Wealth’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	$371K	Sell	2,125 -618	-23%	-$122K	0.02%	337
2025 Q4	$620K	Buy	+2,743	New	+$817K	0.02%	270

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP Wealth's COIN Position: Q1 2026 in Review

BIP Wealth reduced its Coinbase (COIN) stake by 23% in Q1 2026, selling an estimated $122K and leaving 2,125 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #337.

BIP Wealth first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $620K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

BIP Wealth held 2,125 shares of Coinbase worth $371K as of Q1 2026.
BIP Wealth sold 618 Coinbase shares in Q1 2026, an estimated $122K.
Coinbase made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #337 holding.
BIP Wealth first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
BIP Wealth's Coinbase position peaked at $620K in Q4 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.