Estate Planners Group’s Coinbase COIN Stock Holding History

Estate Planners Group’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	–	Sell	-1,153	Closed	-$201K	–	73
2026 Q1	$201K	Buy	1,153 +159	+16%	+$31.3K	0.1%	70
2025 Q4	$225K	Buy	+994	New	+$296K	0.1%	69

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

Estate Planners Group's COIN Position: Q2 2026 in Review

Estate Planners Group sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,153 shares — an estimated $201K sold.

Estate Planners Group first reported a position in COIN in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q4 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Estate Planners Group reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Estate Planners Group sold 1,153 Coinbase shares in Q2 2026, an estimated $201K.
Estate Planners Group first reported a position in Coinbase in Q4 2025 and held it in 2 quarters.
Estate Planners Group's Coinbase position peaked at $225K in Q4 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.