DWM
COIN icon

Drive Wealth Management’s Coinbase COIN Stock Holding History

Drive 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
2025
Q4 		– Sell
-717
Closed -$242K – 387
2025
Q3 		$242K Buy
+717
New +$243K 0.05% 288
2024
Q1 		– Sell
-2,510
Closed -$437K – 321
2023
Q4 		$437K Sell
2,510
-4,931
-66% -$538K 0.14% 135
2023
Q3 		$559K Sell
7,441
-1
-0% -$84 0.2% 99
2023
Q2 		$532K Sell
7,442
-3,047
-29% -$182K 0.2% 109
2023
Q1 		$709K Buy
10,489
+74
+0.7% +$4.43K 0.3% 85
2022
Q4 		$369K Sell
10,415
-42
-0.4% -$2.21K 0.18% 129
2022
Q3 		$674K Buy
10,457
+37
+0.4% +$2.58K 0.64% 37
2022
Q2 		$490K Buy
10,420
+5
+0% +$476 0.45% 61
2022
Q1 		$1.98M Sell
10,415
-37,972
-78% -$7.42M 1.67% 10
2021
Q4 		$12.2M Buy
+48,387
New +$14.1M 10.74% 1

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Drive Wealth Management's COIN Position: Q4 2025 in Review

Drive Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 717 shares — an estimated $242K sold.

Drive Wealth Management first reported a position in COIN in Q4 2021 and held it in 10 quarters. The position peaked at $12.2M in Q4 2021. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Drive Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 717 Coinbase shares in Q4 2025, an estimated $242K.
  • Drive Wealth Management first reported a position in Coinbase in Q4 2021 and held it in 10 quarters.
  • Drive Wealth Management's Coinbase position peaked at $12.2M in Q4 2021.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.