Creative Planning
COIN icon

Creative Planning’s Coinbase COIN Stock Holding History

Creative Planning’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 		$15.3M Sell
87,793
-5
-0% -$984 0.01% 529
2025
Q4 		$19.9M Buy
87,798
+25,718
+41% +$7.66M 0.01% 383
2025
Q3 		$21M Buy
62,080
+12,189
+24% +$4.13M 0.02% 350
2025
Q2 		$17.5M Sell
49,891
-3,100
-6% -$725K 0.01% 368
2025
Q1 		$9.13M Sell
52,991
-554
-1% -$134K 0.01% 517
2024
Q4 		$13.3M Sell
53,545
-18,000
-25% -$4.57M 0.01% 377
2024
Q3 		$12.7M Buy
71,545
+21,335
+42% +$4.27M 0.01% 370
2024
Q2 		$11.2M Buy
50,210
+8,383
+20% +$1.93M 0.01% 385
2024
Q1 		$11.1M Buy
41,827
+486
+1% +$87.5K 0.01% 381
2023
Q4 		$7.19M Buy
41,341
+19
+0% +$2.08K 0.01% 466
2023
Q3 		$3.1M Sell
41,322
-3,458
-8% -$291K ﹤0.01% 678
2023
Q2 		$3.2M Buy
44,780
+2,636
+6% +$157K ﹤0.01% 653
2023
Q1 		$2.85M Sell
42,144
-1,343
-3% -$80.4K ﹤0.01% 659
2022
Q4 		$1.54M Buy
43,487
+6,380
+17% +$336K ﹤0.01% 843
2022
Q3 		$2.39M Buy
37,107
+289
+0.8% +$20.2K ﹤0.01% 638
2022
Q2 		$1.73M Buy
36,818
+22,372
+155% +$2.13M ﹤0.01% 767
2022
Q1 		$2.74M Sell
14,446
-801
-5% -$157K ﹤0.01% 623
2021
Q4 		$3.85M Sell
15,247
-2,502
-14% -$727K 0.01% 489
2021
Q3 		$4.04M Sell
17,749
-4,867
-22% -$1.2M 0.01% 469
2021
Q2 		$5.73M Buy
+22,616
New +$5.87M 0.01% 371

Other funds holding COIN

BlackRock
BlackRock New York $5.7T 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 $17.8B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return