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Castle Rock Wealth Management’s Coinbase COIN Stock Holding History

Castle Rock 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
Q4 		– Sell
-967
Closed -$356K – 266
2025
Q3 		$356K Buy
967
+82
+9% +$27.8K 0.08% 192
2025
Q2 		$376K Sell
885
-4,078
-82% -$953K 0.09% 176
2025
Q1 		$861K Buy
+4,963
New +$1.2M 0.23% 112
2024
Q4 		– Sell
-7,643
Closed -$1.31M – 238
2024
Q3 		$1.31M Buy
+7,643
New +$1.53M 0.31% 91

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castle Rock Wealth Management's COIN Position: Q4 2025 in Review

Castle Rock Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 967 shares — an estimated $356K sold.

Castle Rock Wealth Management first reported a position in COIN in Q3 2024 and held it in 4 quarters. The position peaked at $1.31M in Q3 2024. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Castle Rock Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Castle Rock Wealth Management sold 967 Coinbase shares in Q4 2025, an estimated $356K.
  • Castle Rock Wealth Management first reported a position in Coinbase in Q3 2024 and held it in 4 quarters.
  • Castle Rock Wealth Management's Coinbase position peaked at $1.31M in Q3 2024.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Castle Rock Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.