FWM
COIN icon

Focused Wealth Management’s Coinbase COIN Stock Holding History

Focused 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
2025
Q4 		– Sell
-845
Closed -$285K – 217
2025
Q3 		$285K Sell
845
-62
-7% -$21K 0.03% 149
2025
Q2 		$318K Buy
+907
New +$212K 0.04% 125
2025
Q1 		– Sell
-915
Closed -$227K – 200
2024
Q4 		$227K Buy
+915
New +$232K 0.03% 140
2024
Q3 		– Sell
-630
Closed -$140K – 246
2024
Q2 		$140K Buy
+630
New +$145K 0.02% 195
2024
Q1 		– Sell
-102
Closed -$17.7K – 346
2023
Q4 		$17.7K Sell
102
-6
-6% -$655 ﹤0.01% 460
2023
Q3 		$8.11K Hold
108
– – ﹤0.01% 563
2023
Q2 		$7.73K Buy
108
+15
+16% +$895 ﹤0.01% 593
2023
Q1 		$6.28K Buy
93
+7
+8% +$419 ﹤0.01% 626
2022
Q4 		$3.04K Sell
86
-6
-7% -$316 ﹤0.01% 743
2022
Q3 		$6K Hold
92
– – ﹤0.01% 579
2022
Q2 		$4K Sell
92
-305
-77% -$29K ﹤0.01% 637
2022
Q1 		$75K Buy
397
+6
+2% +$1.17K 0.01% 259
2021
Q4 		$99K Buy
391
+313
+401% +$91K 0.02% 282
2021
Q3 		$18K Sell
78
-70
-47% -$17.2K ﹤0.01% 523
2021
Q2 		$37K Buy
+148
New +$38.4K 0.01% 421

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focused Wealth Management's COIN Position: Q4 2025 in Review

Focused Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 845 shares — an estimated $285K sold.

Focused Wealth Management first reported a position in COIN in Q2 2021 and held it in 15 quarters. The position peaked at $318K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Focused Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Focused Wealth Management sold 845 Coinbase shares in Q4 2025, an estimated $285K.
  • Focused Wealth Management first reported a position in Coinbase in Q2 2021 and held it in 15 quarters.
  • Focused Wealth Management's Coinbase position peaked at $318K in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Focused Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.