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Brandywine Oak Private Wealth’s Coinbase COIN Stock Holding History

Brandywine Oak Private 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 		– Sell
-891
Closed -$201K – 231
2025
Q4 		$201K Hold
891
– – 0.02% 233
2025
Q3 		$301K Hold
891
– – 0.03% 191
2025
Q2 		$312K Buy
+891
New +$208K 0.03% 182
2025
Q1 		– Sell
-1,226
Closed -$304K – 228
2024
Q4 		$304K Buy
+1,226
New +$311K 0.03% 187
2024
Q3 		– Sell
-949
Closed -$211K – 238
2024
Q2 		$211K Hold
949
– – 0.02% 221
2024
Q1 		$252K Buy
+949
New +$171K 0.03% 209

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brandywine Oak Private Wealth's COIN Position: Q1 2026 in Review

Brandywine Oak Private Wealth sold out of Coinbase (COIN) in Q1 2026, closing a stake of 891 shares — an estimated $201K sold.

Brandywine Oak Private Wealth first reported a position in COIN in Q1 2024 and held it in 6 quarters. The position peaked at $312K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Brandywine Oak Private Wealth reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 891 Coinbase shares in Q1 2026, an estimated $201K.
  • Brandywine Oak Private Wealth first reported a position in Coinbase in Q1 2024 and held it in 6 quarters.
  • Brandywine Oak Private Wealth's Coinbase position peaked at $312K in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.