Corient Private Wealth
COIN icon

Corient Private Wealth’s Coinbase COIN Stock Holding History

Corient Private Wealth’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 		$2.42M Sell
16,521
-4,550
-22% -$821K ﹤0.01% 1272
2026
Q1 		$3.47M Buy
21,071
+5,593
+36% +$1.1M 0.01% 989
2025
Q4 		$3.5M Buy
15,478
+835
+6% +$249K ﹤0.01% 900
2025
Q3 		$4.94M Buy
14,643
+1,720
+13% +$583K 0.01% 714
2025
Q2 		$4.53M Buy
12,923
+2,980
+30% +$697K 0.01% 726
2025
Q1 		$1.71M Sell
9,943
-99
-1% -$24K ﹤0.01% 1028
2024
Q4 		$2.49M Buy
10,042
+786
+8% +$200K ﹤0.01% 913
2024
Q3 		$1.65M Buy
9,256
+188
+2% +$37.7K ﹤0.01% 1184
2024
Q2 		$2.02M Buy
9,068
+351
+4% +$80.8K ﹤0.01% 1013
2024
Q1 		$2.31M Sell
8,717
-96
-1% -$17.3K ﹤0.01% 959
2023
Q4 		$1.53M Buy
8,813
+94
+1% +$10.3K ﹤0.01% 1121
2023
Q3 		$655K Buy
8,719
+874
+11% +$73.7K ﹤0.01% 1354
2023
Q2 		$561K Sell
7,845
-3,093
-28% -$184K ﹤0.01% 1401
2023
Q1 		$739K Buy
+10,938
New +$655K ﹤0.01% 1212

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

Corient Private Wealth's COIN Position: Q2 2026 in Review

Corient Private Wealth reduced its Coinbase (COIN) stake by 22% in Q2 2026, selling an estimated $821K and leaving 16,521 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Corient Private Wealth first reported a position in COIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.94M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Corient Private Wealth held 16,521 shares of Coinbase worth $2.42M as of Q2 2026.
  • Corient Private Wealth sold 4,550 Coinbase shares in Q2 2026, an estimated $821K.
  • Coinbase made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1272 holding.
  • Corient Private Wealth first reported a position in Coinbase in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Coinbase position peaked at $4.94M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.