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Concord Wealth Partners’s Coinbase COIN Stock Holding History

Concord 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
Q1 		– Sell
-267
Closed -$60.4K – 306
2025
Q4 		$60.4K Sell
267
-206
-44% -$61.4K 0.01% 306
2025
Q3 		$160K Sell
473
-64
-12% -$21.7K 0.02% 212
2025
Q2 		$188K Buy
+537
New +$126K 0.03% 207
2024
Q4 		– Sell
-16
Closed -$2.81K – 934
2024
Q3 		$2.81K Sell
16
-11
-41% -$2.2K ﹤0.01% 709
2024
Q2 		$6K Sell
27
-87
-76% -$20K ﹤0.01% 555
2024
Q1 		$30.2K Buy
114
+87
+322% +$15.7K 0.01% 435
2023
Q4 		$4.7K Sell
27
-101
-79% -$11K ﹤0.01% 642
2023
Q3 		$9.61K Sell
128
-80
-38% -$6.74K ﹤0.01% 626
2023
Q2 		$14.9K Buy
208
+60
+41% +$3.58K ﹤0.01% 549
2023
Q1 		$10K Sell
148
-1,610
-92% -$96.4K ﹤0.01% 593
2022
Q4 		$62.2K Sell
1,758
-1,836
-51% -$96.7K 0.02% 330
2022
Q3 		$232K Sell
3,594
-63
-2% -$4.4K 0.07% 142
2022
Q2 		$172K Buy
+3,657
New +$348K 0.05% 176
2022
Q1 		– Sell
-1,038
Closed -$262K – 1296
2021
Q4 		$262K Buy
1,038
+780
+302% +$227K 0.06% 152
2021
Q3 		$59K Sell
258
-607
-70% -$149K 0.02% 188
2021
Q2 		$219K Buy
+865
New +$225K 0.06% 129

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

Concord Wealth Partners's COIN Position: Q1 2026 in Review

Concord Wealth Partners sold out of Coinbase (COIN) in Q1 2026, closing a stake of 267 shares — an estimated $60.4K sold.

Concord Wealth Partners first reported a position in COIN in Q2 2021 and held it in 16 quarters. The position peaked at $262K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Concord Wealth Partners reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 267 Coinbase shares in Q1 2026, an estimated $60.4K.
  • Concord Wealth Partners first reported a position in Coinbase in Q2 2021 and held it in 16 quarters.
  • Concord Wealth Partners's Coinbase position peaked at $262K in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.