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Cornerstone Wealth Management’s Coinbase COIN Stock Holding History

Cornerstone 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
Q3 		$289K Buy
1,549
+65
+4% +$11K 0.01% 620
2026
Q2 		$217K Buy
1,484
+55
+4% +$9.9K 0.01% 701
2026
Q1 		$250K Buy
1,429
+291
+26% +$57.3K 0.01% 621
2025
Q4 		$257K Buy
1,138
+2
+0.2% +$596 0.01% 583
2025
Q3 		$383K Buy
1,136
+210
+23% +$71.2K 0.02% 478
2025
Q2 		$325K Buy
+926
New +$216K 0.02% 495
2024
Q3 		– Sell
-1,310
Closed -$291K – 568
2024
Q2 		$291K Sell
1,310
-219
-14% -$50.4K 0.02% 441
2024
Q1 		$405K Buy
1,529
+223
+17% +$40.1K 0.03% 365
2023
Q4 		$227K Buy
+1,306
New +$143K 0.02% 476
2022
Q1 		– Sell
-994
Closed -$256K – 475
2021
Q4 		$256K Buy
+994
New +$289K 0.02% 431

Other funds holding COIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cornerstone Wealth Management's COIN Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Coinbase (COIN) stake by 4.4% in Q3 2026, buying an estimated $11K and bringing the position to 1,549 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #620.

Cornerstone Wealth Management first reported a position in COIN in Q4 2021 and has held it in 10 quarters since. The position peaked at $405K in Q1 2024. 694 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Cornerstone Wealth Management held 1,549 shares of Coinbase worth $289K as of Q3 2026.
  • Cornerstone Wealth Management bought 65 Coinbase shares in Q3 2026, an estimated $11K.
  • Coinbase made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #620 holding.
  • Cornerstone Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 10 quarters since.
  • Cornerstone Wealth Management's Coinbase position peaked at $405K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.