Exit Wealth Advisors’s Coinbase COIN Stock Holding History

Exit 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	$499K	Buy	3,411 +468	+16%	+$84.5K	0.23%	100
2026 Q1	$514K	Buy	2,943 +165	+6%	+$32.5K	0.26%	69
2025 Q4	$628K	Buy	2,778 +278	+11%	+$82.8K	0.37%	58
2025 Q3	$844K	Buy	+2,500	New	+$848K	0.56%	46

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

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

Exit Wealth Advisors increased its Coinbase (COIN) stake by 16% in Q2 2026, buying an estimated $84.5K and bringing the position to 3,411 shares worth $499K. The position accounts for 0.23% of the portfolio, ranked #100.

Exit Wealth Advisors first reported a position in COIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $844K in Q3 2025. 1,110 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Exit Wealth Advisors held 3,411 shares of Coinbase worth $499K as of Q2 2026.
Exit Wealth Advisors bought 468 Coinbase shares in Q2 2026, an estimated $84.5K.
Coinbase made up 0.23% of Exit Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Exit Wealth Advisors first reported a position in Coinbase in Q3 2025 and has held it in 4 quarters since.
Exit Wealth Advisors's Coinbase position peaked at $844K in Q3 2025.
1,110 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.