CWM
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Copia Wealth Management’s Coinbase COIN Stock Holding History

Copia 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
Q2 		$8.48K Hold
58
– – 0.01% 361
2026
Q1 		$10.1K Hold
58
– – 0.01% 319
2025
Q4 		$13.1K Buy
58
+8
+16% +$2.38K 0.01% 301
2025
Q3 		$16.9K Hold
50
– – 0.01% 274
2025
Q2 		$17.5K Sell
50
-62
-55% -$14.5K 0.01% 248
2025
Q1 		$19.3K Buy
112
+6
+6% +$1.45K 0.02% 229
2024
Q4 		$26.3K Buy
+106
New +$26.9K 0.03% 189

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

Copia Wealth Management's COIN Position: Q2 2026 in Review

Copia Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 58 shares worth $8.48K. The position accounts for 0.01% of the portfolio, ranked #361.

Copia Wealth Management first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.3K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Copia Wealth Management held 58 shares of Coinbase worth $8.48K as of Q2 2026.
  • Copia Wealth Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Copia Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Coinbase position peaked at $26.3K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.