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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
2024
Q3 		– Sell
-400
Closed -$88.9K – 245
2024
Q2 		$88.9K Buy
+400
New +$92K 0.01% 205
2022
Q1 		– Sell
-600
Closed -$1K – 1000
2021
Q4 		$1K Buy
+600
New +$174K ﹤0.01% 867

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 1,263 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.
  • 1,263 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.