Carson Wealth (CWM LLC)
COIN icon

Carson Wealth (CWM LLC)’s Coinbase COIN Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.35M Buy
19,195
+13,191
+220% +$2.6M 0.01% 979
2025
Q4 		$1.36M Sell
6,004
-1,899
-24% -$566K ﹤0.01% 1333
2025
Q3 		$2.67M Sell
7,903
-1,200
-13% -$407K 0.01% 969
2025
Q2 		$3.19M Buy
9,103
+2,664
+41% +$623K 0.01% 756
2025
Q1 		$1.11M Buy
6,439
+795
+14% +$192K ﹤0.01% 1071
2024
Q4 		$1.4M Sell
5,644
-395
-7% -$100K 0.01% 928
2024
Q3 		$1.08M Buy
6,039
+253
+4% +$50.7K ﹤0.01% 985
2024
Q2 		$1.29M Sell
5,786
-186
-3% -$42.8K 0.01% 783
2024
Q1 		$1.58M Buy
5,972
+1,019
+21% +$183K 0.01% 689
2023
Q4 		$861K Sell
4,953
-584
-11% -$63.8K ﹤0.01% 867
2023
Q3 		$416K Sell
5,537
-527
-9% -$44.4K ﹤0.01% 1040
2023
Q2 		$434K Buy
6,064
+1,230
+25% +$73.4K ﹤0.01% 985
2023
Q1 		$327K Buy
4,834
+318
+7% +$19K ﹤0.01% 1027
2022
Q4 		$160K Buy
4,516
+451
+11% +$23.8K ﹤0.01% 1187
2022
Q3 		$262K Buy
4,065
+603
+17% +$42.1K ﹤0.01% 953
2022
Q2 		$163K Buy
+3,462
New +$329K ﹤0.01% 1126
2022
Q1 		– Sell
-2,532
Closed -$639K – 3560
2021
Q4 		$639K Buy
+2,532
New +$736K ﹤0.01% 667
2021
Q2 		$648K Buy
+2,559
New +$664K 0.01% 634

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Coinbase (COIN) stake by 220% in Q1 2026, buying an estimated $2.6M and bringing the position to 19,195 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #979.

Carson Wealth (CWM LLC) first reported a position in COIN in Q2 2021 and has held it in 18 quarters since. 1,177 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,195 shares of Coinbase worth $3.35M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,191 Coinbase shares in Q1 2026, an estimated $2.6M.
  • Coinbase made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #979 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coinbase in Q2 2021 and has held it in 18 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.