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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
Q2 		$31K Sell
212
-24
-10% -$4.33K ﹤0.01% 708
2026
Q1 		$41.2K Buy
+236
New +$46.5K ﹤0.01% 648

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

Cassaday & Co Wealth Management's COIN Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Coinbase (COIN) stake by 10% in Q2 2026, selling an estimated $4.33K and leaving 212 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Cassaday & Co Wealth Management first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $41.2K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Cassaday & Co Wealth Management held 212 shares of Coinbase worth $31K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 24 Coinbase shares in Q2 2026, an estimated $4.33K.
  • Coinbase made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #708 holding.
  • Cassaday & Co Wealth Management first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Coinbase position peaked at $41.2K in Q1 2026.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.