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 Q2	–	Sell	-2,125	Closed	-$371K	–	567
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 $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

BIP Wealth's COIN Position: Q2 2026 in Review

BIP Wealth sold out of Coinbase (COIN) in Q2 2026, closing a stake of 2,125 shares — an estimated $371K sold.

BIP Wealth first reported a position in COIN in Q4 2025 and held it in 2 quarters. The position peaked at $620K in Q4 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

BIP Wealth reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
BIP Wealth sold 2,125 Coinbase shares in Q2 2026, an estimated $371K.
BIP Wealth first reported a position in Coinbase in Q4 2025 and held it in 2 quarters.
BIP Wealth's Coinbase position peaked at $620K in Q4 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.