CAWM
COIN icon

Capital A Wealth Management’s Coinbase COIN Stock Holding History

Capital A 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 		$2.61K Sell
15
-4
-21% -$935 0.03% 296
2025
Q1 		$3.27K Hold
19
– – ﹤0.01% 429
2024
Q4 		$4.72K Buy
+19
New +$4.82K 0.01% 386

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Capital A Wealth Management's COIN Position: Q2 2025 in Review

Capital A Wealth Management reduced its Coinbase (COIN) stake by 21% in Q2 2025, selling an estimated $935 and leaving 15 shares worth $2.61K. The position accounts for 0.03% of the portfolio, ranked #296.

Capital A Wealth Management first reported a position in COIN in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.72K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Capital A Wealth Management held 15 shares of Coinbase worth $2.61K as of Q2 2025.
  • Capital A Wealth Management sold 4 Coinbase shares in Q2 2025, an estimated $935.
  • Coinbase made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #296 holding.
  • Capital A Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Coinbase position peaked at $4.72K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.