EWM
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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
Q2 		$11.4K Hold
78
– – 0.01% 560
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Evolution Wealth Management's COIN Position: Q2 2026 in Review

Evolution Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 78 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #560.

Evolution Wealth Management first reported a position in COIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $20K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Evolution Wealth Management held 78 shares of Coinbase worth $11.4K as of Q2 2026.
  • Evolution Wealth Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Evolution Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Coinbase position peaked at $20K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.