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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
Q2 		$2.05K Buy
+14
New +$2.53K ﹤0.01% 742
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 $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

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

Concord Wealth Partners opened a new position in Coinbase (COIN) in Q2 2026: 14 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in COIN as recently as Q4 2025.

Concord Wealth Partners first reported a position in COIN in Q2 2021 and has held it in 17 quarters since. The position peaked at $262K in Q4 2021. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Concord Wealth Partners held 14 shares of Coinbase worth $2.05K as of Q2 2026.
  • Coinbase was a new Concord Wealth Partners position in Q2 2026.
  • Coinbase made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #742 holding.
  • Concord Wealth Partners first reported a position in Coinbase in Q2 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's Coinbase position peaked at $262K in Q4 2021.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.