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Clark Wealth Partners’s Coinbase COIN Stock Holding History

Clark 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 		$1.75K Sell
12
-25
-68% -$4.51K ﹤0.01% 433
2026
Q1 		$6.46K Buy
37
+12
+48% +$2.36K ﹤0.01% 302
2025
Q4 		$5.65K Hold
25
– – ﹤0.01% 319
2025
Q3 		$5.65K Buy
+25
New +$8.48K ﹤0.01% 319

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

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

Clark Wealth Partners reduced its Coinbase (COIN) stake by 68% in Q2 2026, selling an estimated $4.51K and leaving 12 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Clark Wealth Partners first reported a position in COIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.46K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Clark Wealth Partners held 12 shares of Coinbase worth $1.75K as of Q2 2026.
  • Clark Wealth Partners sold 25 Coinbase shares in Q2 2026, an estimated $4.51K.
  • Coinbase made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #433 holding.
  • Clark Wealth Partners first reported a position in Coinbase in Q3 2025 and has held it in 4 quarters since.
  • Clark Wealth Partners's Coinbase position peaked at $6.46K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.