EWP
COIN icon

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
Q3 		$88.2K Buy
473
+31
+7% +$5.27K 0.02% 220
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

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Elevation Wealth Partners's COIN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Coinbase (COIN) stake by 7% in Q3 2026, buying an estimated $5.27K and bringing the position to 473 shares worth $88.2K. The position accounts for 0.02% of the portfolio, ranked #220.

Elevation Wealth Partners first reported a position in COIN in Q1 2023 and has held it in 15 quarters since. 36 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Elevation Wealth Partners held 473 shares of Coinbase worth $88.2K as of Q3 2026.
  • Elevation Wealth Partners bought 31 Coinbase shares in Q3 2026, an estimated $5.27K.
  • Coinbase made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #220 holding.
  • Elevation Wealth Partners first reported a position in Coinbase in Q1 2023 and has held it in 15 quarters since.
  • 36 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.