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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's COIN Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Coinbase (COIN) stake by 10% in Q1 2026, buying an estimated $113K and bringing the position to 6,115 shares worth $1.07M. The position accounts for 0.57% of the portfolio, ranked #23.

Chokshi & Queen Wealth Advisors first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 6,115 shares of Coinbase worth $1.07M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors bought 575 Coinbase shares in Q1 2026, an estimated $113K.
  • Coinbase made up 0.57% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Coinbase position peaked at $2.89M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.