Elite Wealth Management’s Coinbase COIN Stock Holding History

Elite 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 Q2	–	Sell	-3,930	Closed	-$677K	–	33
2025 Q1	$677K	Buy	+3,930	New	+$952K	0.09%	25

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Elite Wealth Management's COIN Position: Q2 2025 in Review

Elite Wealth Management sold out of Coinbase (COIN) in Q2 2025, closing a stake of 3,930 shares — an estimated $677K sold.

Elite Wealth Management first reported a position in COIN in Q1 2025 and held it in 1 quarter. The position peaked at $677K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Elite Wealth Management reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
Elite Wealth Management sold 3,930 Coinbase shares in Q2 2025, an estimated $677K.
Elite Wealth Management first reported a position in Coinbase in Q1 2025 and held it in 1 quarter.
Elite Wealth Management's Coinbase position peaked at $677K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Elite Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.