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Dogwood Wealth Management’s Coinbase COIN Stock Holding History

Dogwood Wealth Management’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 		$4.97K Buy
34
+3
+10% +$542 ﹤0.01% 517
2026
Q1 		$5.41K Buy
31
+11
+55% +$2.17K ﹤0.01% 459
2025
Q4 		$4.52K Sell
20
-11
-35% -$3.28K ﹤0.01% 440
2025
Q3 		$10.5K Buy
31
+7
+29% +$2.37K ﹤0.01% 269
2025
Q2 		$8.52K Buy
24
+17
+243% +$3.97K ﹤0.01% 313
2025
Q1 		$1.21K Buy
+7
New +$1.7K ﹤0.01% 422
2024
Q3 		– Hold
0
– – – 349
2024
Q2 		– Hold
0
– – – 375
2024
Q1 		– Hold
0
– – – 342
2023
Q4 		– Hold
0
– – – 381

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

Dogwood Wealth Management's COIN Position: Q2 2026 in Review

Dogwood Wealth Management increased its Coinbase (COIN) stake by 9.7% in Q2 2026, buying an estimated $542 and bringing the position to 34 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Dogwood Wealth Management first reported a position in COIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Dogwood Wealth Management held 34 shares of Coinbase worth $4.97K as of Q2 2026.
  • Dogwood Wealth Management bought 3 Coinbase shares in Q2 2026, an estimated $542.
  • Coinbase made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Dogwood Wealth Management first reported a position in Coinbase in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Coinbase position peaked at $10.5K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.