Elevation Wealth Partners’s Coinbase COIN Stock Holding History

Elevation Wealth Partners’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	$64.6K	Buy	442 +4	+0.9%	+$722	0.02%	245
2026 Q1	$76.5K	Buy	438 +340	+347%	+$66.9K	0.03%	187
2025 Q4	$22.2K	Sell	98 -19	-16%	-$5.66K	0.01%	348
2025 Q3	$39.5K	Buy	117 +32	+38%	+$10.8K	0.01%	266
2025 Q2	$29.8K	Sell	85 -13	-13%	-$3.04K	0.01%	285
2025 Q1	$16.9K	Buy	98 +10	+11%	+$2.42K	0.01%	324
2024 Q4	$21.9K	Buy	88 +18	+26%	+$4.57K	0.01%	302
2024 Q3	$12.5K	Sell	70 -29	-29%	-$5.81K	0.01%	341
2024 Q2	$22K	Buy	99 +66	+200%	+$15.2K	0.01%	284
2024 Q1	$8.75K	Sell	33 -39	-54%	-$7.02K	﹤0.01%	364
2023 Q4	$5.41K	Hold	72	–	–	﹤0.01%	361
2023 Q3	$5.41K	Buy	72 +40	+125%	+$3.37K	﹤0.01%	270
2023 Q2	$2.29K	Hold	32	–	–	﹤0.01%	300
2023 Q1	$2.16K	Buy	+32	New	+$1.92K	﹤0.01%	303

Other funds holding COIN

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Elevation Wealth Partners's COIN Position: Q2 2026 in Review

Elevation Wealth Partners increased its Coinbase (COIN) stake by 0.91% in Q2 2026, buying an estimated $722 and bringing the position to 442 shares worth $64.6K. The position accounts for 0.02% of the portfolio, ranked #245.

Elevation Wealth Partners first reported a position in COIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $76.5K in Q1 2026. 370 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Elevation Wealth Partners held 442 shares of Coinbase worth $64.6K as of Q2 2026.
Elevation Wealth Partners bought 4 Coinbase shares in Q2 2026, an estimated $722.
Coinbase made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #245 holding.
Elevation Wealth Partners first reported a position in Coinbase in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Coinbase position peaked at $76.5K in Q1 2026.
370 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.