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
2025
Q4 		– Sell
-200
Closed -$9.16K – 3940
2025
Q3 		$9.16K Hold
200
– – ﹤0.01% 3847
2025
Q2 		$14.2K Buy
+200
New +$46.8K ﹤0.01% 3604
2021
Q4 		– Sell
-100
Closed -$3K – 2112
2021
Q3 		$3K Hold
100
– – ﹤0.01% 2096
2021
Q2 		$6K Buy
+100
New +$26K ﹤0.01% 2027

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

Creative Planning's COIN Position: Q2 2026 in Review

Creative Planning reduced its Coinbase (COIN) stake by 35% in Q2 2026, selling an estimated $5.5M and leaving 57,319 shares worth $8.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Creative Planning first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $21M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Creative Planning held 57,319 shares of Coinbase worth $8.38M as of Q2 2026.
  • Creative Planning sold 30,474 Coinbase shares in Q2 2026, an estimated $5.5M.
  • Coinbase made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1015 holding.
  • Creative Planning first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Creative Planning's Coinbase position peaked at $21M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.