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
Q1 		$3.47M Sell
21,071
-13,231
-39% -$2.6M 0.01% 989
2025
Q4 		$6.99M Buy
34,302
+19,659
+134% +$5.86M ﹤0.01% 910
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 $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

Corient Private Wealth's COIN Position: Q1 2026 in Review

Corient Private Wealth reduced its Coinbase (COIN) stake by 39% in Q1 2026, selling an estimated $2.6M and leaving 21,071 shares worth $3.47M. The position accounts for 0.01% of the portfolio, ranked #989.

Corient Private Wealth first reported a position in COIN in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.99M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Corient Private Wealth held 21,071 shares of Coinbase worth $3.47M as of Q1 2026.
  • Corient Private Wealth sold 13,231 Coinbase shares in Q1 2026, an estimated $2.6M.
  • Coinbase made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #989 holding.
  • Corient Private Wealth first reported a position in Coinbase in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Coinbase position peaked at $6.99M in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.