Bradley & Co Private Wealth Management’s Coinbase COIN Stock Holding History

Bradley & Co Private 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	$146	Hold	1	–	–	﹤0.01%	218
2026 Q1	$174	Buy	+1	New	+$197	﹤0.01%	212
2025 Q4	–	Sell	-284	Closed	-$95.8K	–	219
2025 Q3	$95.8K	Hold	284	–	–	0.05%	62
2025 Q2	$99.5K	Hold	284	–	–	0.06%	56
2025 Q1	$48.9K	Hold	284	–	–	0.03%	76
2024 Q4	$70.5K	Buy	+284	New	+$72.1K	0.04%	60
2024 Q2	$63.1K	Hold	284	–	–	0.05%	59
2024 Q1	$75.3K	Hold	284	–	–	0.06%	54
2023 Q4	$49.4K	Hold	284	–	–	0.05%	61
2023 Q3	$21.3K	Sell	284 -117	-29%	-$9.86K	0.02%	93
2023 Q2	$28.7K	Hold	401	–	–	0.03%	82
2023 Q1	$27.1K	Buy	+401	New	+$24K	0.03%	84

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 $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's COIN Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 1 share worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Bradley & Co Private Wealth Management first reported a position in COIN in Q1 2023 and has held it in 12 quarters since. The position peaked at $99.5K in Q2 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Bradley & Co Private Wealth Management held 1 share of Coinbase worth $146 as of Q2 2026.
Bradley & Co Private Wealth Management left its Coinbase share count unchanged in Q2 2026.
Coinbase made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #218 holding.
Bradley & Co Private Wealth Management first reported a position in Coinbase in Q1 2023 and has held it in 12 quarters since.
Bradley & Co Private Wealth Management's Coinbase position peaked at $99.5K in Q2 2025.
1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.