Brown Wealth Management’s Coinbase COIN Stock Holding History

Brown 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
2025 Q2	–	Sell	-5,166	Closed	-$890K	–	100
2025 Q1	$890K	Buy	5,166 +4,260	+470%	+$1.03M	0.31%	52
2024 Q4	$225K	Buy	+906	New	+$230K	0.08%	76

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Brown Wealth Management's COIN Position: Q2 2025 in Review

Brown Wealth Management sold out of Coinbase (COIN) in Q2 2025, closing a stake of 5,166 shares — an estimated $890K sold.

Brown Wealth Management first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $890K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Brown Wealth Management reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
Brown Wealth Management sold 5,166 Coinbase shares in Q2 2025, an estimated $890K.
Brown Wealth Management first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
Brown Wealth Management's Coinbase position peaked at $890K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Brown Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.