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Centricity Wealth Management’s Coinbase COIN Stock Holding History

Centricity 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
Q2 		$22.8K Hold
65
– – 0.02% 245
2025
Q1 		$11.2K Hold
65
– – 0.01% 311
2024
Q4 		$16.1K Buy
+65
New +$16.5K 0.02% 277

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Centricity Wealth Management's COIN Position: Q2 2025 in Review

Centricity Wealth Management held its Coinbase (COIN) position steady in Q2 2025 at 65 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #245.

Centricity Wealth Management first reported a position in COIN in Q4 2024 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Centricity Wealth Management held 65 shares of Coinbase worth $22.8K as of Q2 2025.
  • Centricity Wealth Management left its Coinbase share count unchanged in Q2 2025.
  • Coinbase made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #245 holding.
  • Centricity Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.