CWM
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Centric Wealth Management’s Coinbase COIN Stock Holding History

Centric 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 		$5.48M Hold
27,000
– – 0.85% 30
2026
Q1 		$5.48M Buy
+27,000
New +$5.31M 1.09% 21
2025
Q4 		– Sell
-4,029
Closed -$1.39M – 198
2025
Q3 		$1.39M Buy
+4,029
New +$1.37M 0.31% 79

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

Centric Wealth Management's COIN Position: Q2 2026 in Review

Centric Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 27,000 shares worth $5.48M. The position accounts for 0.85% of the portfolio, ranked #30.

Centric Wealth Management first reported a position in COIN in Q3 2025 and has held it in 3 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Centric Wealth Management held 27,000 shares of Coinbase worth $5.48M as of Q2 2026.
  • Centric Wealth Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.85% of Centric Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Centric Wealth Management first reported a position in Coinbase in Q3 2025 and has held it in 3 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.