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 Q2	$217K	Buy	1,484 +55	+4%	+$9.93K	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

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Coinbase (COIN) stake by 3.8% in Q2 2026, buying an estimated $9.93K and bringing the position to 1,484 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #701.

Cornerstone Wealth Management first reported a position in COIN in Q4 2021 and has held it in 9 quarters since. The position peaked at $405K in Q1 2024. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Cornerstone Wealth Management held 1,484 shares of Coinbase worth $217K as of Q2 2026.
Cornerstone Wealth Management bought 55 Coinbase shares in Q2 2026, an estimated $9.93K.
Coinbase made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #701 holding.
Cornerstone Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 9 quarters since.
Cornerstone Wealth Management's Coinbase position peaked at $405K in Q1 2024.
273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.