Cassaday & Co Wealth Management’s Coinbase COIN Stock Holding History

Cassaday & Co 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 Q1	$41.2K	Buy	+236	New	+$46.5K	﹤0.01%	648

Other funds holding COIN

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 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cassaday & Co Wealth Management's COIN Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Coinbase (COIN) in Q1 2026: 236 shares worth $41.2K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Cassaday & Co Wealth Management held 236 shares of Coinbase worth $41.2K as of Q1 2026.
Coinbase was a new Cassaday & Co Wealth Management position in Q1 2026.
Coinbase made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #648 holding.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.