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Evolution Wealth Management’s Coinbase COIN Stock Holding History

Evolution 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
2026
Q1 		$13.6K Buy
78
+28
+56% +$5.51K 0.01% 474
2025
Q4 		$11.3K Sell
50
-7
-12% -$2.09K 0.01% 429
2025
Q3 		$19.2K Hold
57
– – 0.02% 305
2025
Q2 		$20K Buy
+57
New +$13.3K 0.02% 282

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evolution Wealth Management's COIN Position: Q1 2026 in Review

Evolution Wealth Management increased its Coinbase (COIN) stake by 56% in Q1 2026, buying an estimated $5.51K and bringing the position to 78 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #474.

Evolution Wealth Management first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $20K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Evolution Wealth Management held 78 shares of Coinbase worth $13.6K as of Q1 2026.
  • Evolution Wealth Management bought 28 Coinbase shares in Q1 2026, an estimated $5.51K.
  • Coinbase made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #474 holding.
  • Evolution Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Coinbase position peaked at $20K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.