CAWM
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Capital Advisors Wealth Management’s Coinbase COIN Stock Holding History

Capital Advisors 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 		$218K Buy
1,492
+11
+0.7% +$1.99K 0.03% 220
2026
Q1 		$259K Sell
1,481
-44
-3% -$8.66K 0.03% 185
2025
Q4 		$345K Sell
1,525
-24
-2% -$7.15K 0.05% 157
2025
Q3 		$523K Buy
1,549
+30
+2% +$10.2K 0.07% 123
2025
Q2 		$532K Buy
1,519
+4
+0.3% +$935 0.08% 108
2025
Q1 		$261K Buy
1,515
+45
+3% +$10.9K 0.05% 150
2024
Q4 		$365K Buy
1,470
+45
+3% +$11.4K 0.07% 118
2024
Q3 		$254K Buy
1,425
+12
+0.8% +$2.4K 0.05% 143
2024
Q2 		$314K Buy
1,413
+62
+5% +$14.3K 0.06% 117
2024
Q1 		$358K Sell
1,351
-93
-6% -$16.7K 0.07% 104
2023
Q4 		$251K Buy
+1,444
New +$158K 0.06% 123

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Capital Advisors Wealth Management's COIN Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Coinbase (COIN) stake by 0.74% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,492 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #220.

Capital Advisors Wealth Management first reported a position in COIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $532K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Capital Advisors Wealth Management held 1,492 shares of Coinbase worth $218K as of Q2 2026.
  • Capital Advisors Wealth Management bought 11 Coinbase shares in Q2 2026, an estimated $1.99K.
  • Coinbase made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Capital Advisors Wealth Management first reported a position in Coinbase in Q4 2023 and has held it in 11 quarters since.
  • Capital Advisors Wealth Management's Coinbase position peaked at $532K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.