CW
COIN icon

CreativeOne Wealth’s Coinbase COIN Stock Holding History

CreativeOne Wealth’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 		$234K Sell
1,599
-290
-15% -$52.4K 0.01% 1107
2026
Q1 		$330K Sell
1,889
-200
-10% -$39.4K 0.01% 946
2025
Q4 		$472K Sell
2,089
-952
-31% -$284K 0.01% 807
2025
Q3 		$1.03M Buy
3,041
+682
+29% +$231K 0.03% 542
2025
Q2 		$827K Buy
2,359
+190
+9% +$44.4K 0.02% 596
2025
Q1 		$374K Buy
2,169
+66
+3% +$16K 0.01% 788
2024
Q4 		$522K Buy
+2,103
New +$534K 0.02% 677
2022
Q1 		– Sell
-1,477
Closed -$373K – 747
2021
Q4 		$373K Sell
1,477
-344
-19% -$100K 0.02% 532
2021
Q3 		$414K Sell
1,821
-167
-8% -$41.1K 0.02% 456
2021
Q2 		$504K Buy
+1,988
New +$516K 0.03% 378

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

CreativeOne Wealth's COIN Position: Q2 2026 in Review

CreativeOne Wealth reduced its Coinbase (COIN) stake by 15% in Q2 2026, selling an estimated $52.4K and leaving 1,599 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1107.

CreativeOne Wealth first reported a position in COIN in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • CreativeOne Wealth held 1,599 shares of Coinbase worth $234K as of Q2 2026.
  • CreativeOne Wealth sold 290 Coinbase shares in Q2 2026, an estimated $52.4K.
  • Coinbase made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1107 holding.
  • CreativeOne Wealth first reported a position in Coinbase in Q2 2021 and has held it in 10 quarters since.
  • CreativeOne Wealth's Coinbase position peaked at $1.03M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.