CWM
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Consultiva Wealth Management’s Coinbase COIN Stock Holding History

Consultiva Wealth Management’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 		$8.73K Hold
50
– – 0.03% 212
2025
Q4 		$11.3K Hold
50
– – 0.03% 194
2025
Q3 		$16.9K Hold
50
– – 0.05% 180
2025
Q2 		$17.5K Hold
50
– – 0.05% 178
2025
Q1 		$8.61K Buy
+50
New +$12.1K 0.03% 222

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

Consultiva Wealth Management's COIN Position: Q1 2026 in Review

Consultiva Wealth Management held its Coinbase (COIN) position steady in Q1 2026 at 50 shares worth $8.73K. The position accounts for 0.03% of the portfolio, ranked #212.

Consultiva Wealth Management first reported a position in COIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.5K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Consultiva Wealth Management held 50 shares of Coinbase worth $8.73K as of Q1 2026.
  • Consultiva Wealth Management left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.03% of Consultiva Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Consultiva Wealth Management first reported a position in Coinbase in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's Coinbase position peaked at $17.5K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.