CQWA
COIN icon

Chokshi & Queen Wealth Advisors’s Coinbase COIN Stock Holding History

Chokshi & Queen Wealth Advisors’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
-6,115
Closed -$1.07M – 61
2026
Q1 		$1.07M Buy
6,115
+575
+10% +$113K 0.57% 23
2025
Q4 		$1.25M Buy
5,540
+1,505
+37% +$448K 0.65% 22
2025
Q3 		$1.36M Sell
4,035
-4,200
-51% -$1.42M 0.72% 18
2025
Q2 		$2.89M Sell
8,235
-3,400
-29% -$795K 1.65% 12
2025
Q1 		$2M Buy
11,635
+9,400
+421% +$2.28M 1.22% 15
2024
Q4 		$555K Buy
+2,235
New +$567K 0.34% 28

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

Chokshi & Queen Wealth Advisors's COIN Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 6,115 shares — an estimated $1.07M sold.

Chokshi & Queen Wealth Advisors first reported a position in COIN in Q4 2024 and held it in 6 quarters. The position peaked at $2.89M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Chokshi & Queen Wealth Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Chokshi & Queen Wealth Advisors sold 6,115 Coinbase shares in Q2 2026, an estimated $1.07M.
  • Chokshi & Queen Wealth Advisors first reported a position in Coinbase in Q4 2024 and held it in 6 quarters.
  • Chokshi & Queen Wealth Advisors's Coinbase position peaked at $2.89M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.