EP Wealth Advisors’s Coinbase COIN Stock Holding History

EP Wealth Advisors’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	$744K	Buy	5,089 +1,100	+28%	+$199K	﹤0.01%	860
2026 Q1	$696K	Sell	3,989 -1,909	-32%	-$376K	﹤0.01%	767
2025 Q4	$1.33M	Buy	+5,898	New	+$1.76M	0.01%	539
2025 Q2	$889K	Sell	2,537 -2,051	-45%	-$479K	0.01%	587
2025 Q1	$790K	Buy	4,588 +64	+1%	+$15.5K	0.01%	560
2024 Q4	$1.12M	Sell	4,524 -969	-18%	-$246K	0.01%	470
2024 Q3	$979K	Buy	5,493 +1	+0%	+$200	0.01%	501
2024 Q2	$1.22M	Buy	+5,492	New	+$1.26M	0.01%	355
2021 Q4	–	Sell	-1,152	Closed	-$262K	–	550
2021 Q3	$262K	Buy	1,152 +320	+38%	+$78.8K	0.01%	461
2021 Q2	$211K	Buy	+832	New	+$216K	0.01%	505

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

EP Wealth Advisors's COIN Position: Q2 2026 in Review

EP Wealth Advisors increased its Coinbase (COIN) stake by 28% in Q2 2026, buying an estimated $199K and bringing the position to 5,089 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

EP Wealth Advisors first reported a position in COIN in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

EP Wealth Advisors held 5,089 shares of Coinbase worth $744K as of Q2 2026.
EP Wealth Advisors bought 1,100 Coinbase shares in Q2 2026, an estimated $199K.
Coinbase made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #860 holding.
EP Wealth Advisors first reported a position in Coinbase in Q2 2021 and has held it in 10 quarters since.
EP Wealth Advisors's Coinbase position peaked at $1.33M in Q4 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.