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 $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

Creative Planning's COIN Position: Q1 2026 in Review

Creative Planning reduced its Coinbase (COIN) stake by 0.01% in Q1 2026, selling an estimated $984 and leaving 87,793 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #529.

Creative Planning first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $21M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Creative Planning held 87,793 shares of Coinbase worth $15.3M as of Q1 2026.
  • Creative Planning sold 5 Coinbase shares in Q1 2026, an estimated $984.
  • Coinbase made up 0.01% of Creative Planning's portfolio in Q1 2026, its #529 holding.
  • Creative Planning first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Creative Planning's Coinbase position peaked at $21M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.