CFM Wealth Partners’s Coinbase COIN Stock Holding History

CFM Wealth Partners’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	–	Sell	-4,849	Closed	-$847K	–	150
2026 Q1	$847K	Sell	4,849 -420	-8%	-$82.7K	0.13%	82
2025 Q4	$1.19M	Buy	5,269 +1,977	+60%	+$589K	0.17%	72
2025 Q3	$1.11M	Buy	+3,292	New	+$1.12M	0.16%	72

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

CFM Wealth Partners's COIN Position: Q2 2026 in Review

CFM Wealth Partners sold out of Coinbase (COIN) in Q2 2026, closing a stake of 4,849 shares — an estimated $847K sold.

CFM Wealth Partners first reported a position in COIN in Q3 2025 and held it in 3 quarters. The position peaked at $1.19M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

CFM Wealth Partners reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
CFM Wealth Partners sold 4,849 Coinbase shares in Q2 2026, an estimated $847K.
CFM Wealth Partners first reported a position in Coinbase in Q3 2025 and held it in 3 quarters.
CFM Wealth Partners's Coinbase position peaked at $1.19M in Q4 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.