Cura Wealth Advisors’s Coinbase COIN Stock Holding History

Cura Wealth Advisors’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	$305K	Sell	2,087 -626	-23%	-$113K	0.13%	93
2026 Q1	$474K	Buy	2,713 +4	+0.1%	+$787	0.21%	64
2025 Q4	$613K	Sell	2,709 -291	-10%	-$86.7K	0.23%	55
2025 Q3	$1.01M	Buy	+3,000	New	+$1.02M	0.39%	35
2025 Q2	–	Sell	-3,000	Closed	-$701K	–	123
2025 Q1	$517K	Sell	3,000 -600	-17%	-$145K	0.21%	48
2024 Q4	$894K	Buy	+3,600	New	+$914K	0.4%	38

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Cura Wealth Advisors's COIN Position: Q2 2026 in Review

Cura Wealth Advisors reduced its Coinbase (COIN) stake by 23% in Q2 2026, selling an estimated $113K and leaving 2,087 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #93.

Cura Wealth Advisors first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Cura Wealth Advisors held 2,087 shares of Coinbase worth $305K as of Q2 2026.
Cura Wealth Advisors sold 626 Coinbase shares in Q2 2026, an estimated $113K.
Coinbase made up 0.13% of Cura Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Cura Wealth Advisors first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
Cura Wealth Advisors's Coinbase position peaked at $1.01M in Q3 2025.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.