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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EP Wealth Advisors's COIN Position: Q1 2026 in Review

EP Wealth Advisors reduced its Coinbase (COIN) stake by 32% in Q1 2026, selling an estimated $376K and leaving 3,989 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

EP Wealth Advisors first reported a position in COIN in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

EP Wealth Advisors held 3,989 shares of Coinbase worth $696K as of Q1 2026.
EP Wealth Advisors sold 1,909 Coinbase shares in Q1 2026, an estimated $376K.
Coinbase made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #767 holding.
EP Wealth Advisors first reported a position in Coinbase in Q2 2021 and has held it in 9 quarters since.
EP Wealth Advisors's Coinbase position peaked at $1.33M in Q4 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.