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
2021 Q4	–	Sell	-14,000	Closed	-$269K	–	1000
2021 Q3	$269K	Buy	+14,000	New	+$3.45M	0.04%	139

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 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.