BWL
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Bogart Wealth LLC’s Coinbase COIN Stock Holding History

Bogart Wealth LLC’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 		$93K Buy
636
+577
+978% +$104K ﹤0.01% 396
2026
Q1 		$10.3K Buy
59
+16
+37% +$3.15K ﹤0.01% 900
2025
Q4 		$9.72K Buy
43
+34
+378% +$10.1K ﹤0.01% 872
2025
Q3 		$3.04K Sell
9
-8
-47% -$2.71K ﹤0.01% 1069
2025
Q2 		$5.96K Buy
17
+12
+240% +$2.81K ﹤0.01% 901
2025
Q1 		$861 Sell
5
-203
-98% -$49.2K ﹤0.01% 1201
2024
Q4 		$51.6K Buy
208
+149
+253% +$37.8K ﹤0.01% 410
2024
Q3 		$10.5K Buy
59
+6
+11% +$1.2K ﹤0.01% 690
2024
Q2 		$11.8K Sell
53
-10
-16% -$2.3K ﹤0.01% 626
2024
Q1 		$16.7K Buy
63
+3
+5% +$540 ﹤0.01% 548
2023
Q4 		$10.4K Buy
60
+35
+140% +$3.82K ﹤0.01% 613
2023
Q3 		$1.88K Hold
25
– – ﹤0.01% 887
2023
Q2 		$1.79K Hold
25
– – ﹤0.01% 895
2023
Q1 		$1.69K Hold
25
– – ﹤0.01% 929
2022
Q4 		$885 Sell
25
-197
-89% -$10.4K ﹤0.01% 868
2022
Q3 		$14K Sell
222
-32
-13% -$2.23K ﹤0.01% 483
2022
Q2 		$12K Buy
254
+25
+11% +$2.38K ﹤0.01% 501
2022
Q1 		$43K Buy
+229
New +$44.7K ﹤0.01% 292

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bogart Wealth LLC's COIN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Coinbase (COIN) stake by 978% in Q2 2026, buying an estimated $104K and bringing the position to 636 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Bogart Wealth LLC first reported a position in COIN in Q1 2022 and has held it in 18 quarters since. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Bogart Wealth LLC held 636 shares of Coinbase worth $93K as of Q2 2026.
  • Bogart Wealth LLC bought 577 Coinbase shares in Q2 2026, an estimated $104K.
  • Coinbase made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #396 holding.
  • Bogart Wealth LLC first reported a position in Coinbase in Q1 2022 and has held it in 18 quarters since.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.