CWA
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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
2025
Q3 		– Sell
-3,000
Closed -$1.05M – 134
2025
Q2 		$1.05M Buy
+3,000
New +$701K 0.42% 34

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

Cura Wealth Advisors's COIN Position: Q1 2026 in Review

Cura Wealth Advisors increased its Coinbase (COIN) stake by 0.15% in Q1 2026, buying an estimated $787 and bringing the position to 2,713 shares worth $474K. The position accounts for 0.21% of the portfolio, ranked #64.

Cura Wealth Advisors first reported a position in COIN in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Cura Wealth Advisors held 2,713 shares of Coinbase worth $474K as of Q1 2026.
  • Cura Wealth Advisors bought 4 Coinbase shares in Q1 2026, an estimated $787.
  • Coinbase made up 0.21% of Cura Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • Cura Wealth Advisors first reported a position in Coinbase in Q4 2024 and has held it in 5 quarters since.
  • Cura Wealth Advisors's Coinbase position peaked at $1.01M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.