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Forefront Wealth Partners’s Coinbase COIN Stock Holding History

Forefront Wealth Partners’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 		$286K Sell
1,958
-42
-2% -$7.58K 0.09% 148
2026
Q1 		$349K Buy
+2,000
New +$394K 0.15% 117

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Morgan Stanley
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PO
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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

Forefront Wealth Partners's COIN Position: Q2 2026 in Review

Forefront Wealth Partners reduced its Coinbase (COIN) stake by 2.1% in Q2 2026, selling an estimated $7.58K and leaving 1,958 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #148.

Forefront Wealth Partners first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $349K in Q1 2026. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Forefront Wealth Partners held 1,958 shares of Coinbase worth $286K as of Q2 2026.
  • Forefront Wealth Partners sold 42 Coinbase shares in Q2 2026, an estimated $7.58K.
  • Coinbase made up 0.09% of Forefront Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Forefront Wealth Partners first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Forefront Wealth Partners's Coinbase position peaked at $349K in Q1 2026.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.