FDW
COIN icon

Fourth Dimension Wealth’s Coinbase COIN Stock Holding History

Fourth Dimension Wealth’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
Q1 		$12.2K Hold
70
– – ﹤0.01% 393
2025
Q4 		$15.8K Hold
70
– – 0.01% 360
2025
Q3 		$23.6K Sell
70
-30
-30% -$10.2K 0.01% 302
2025
Q2 		$35K Buy
100
+75
+300% +$17.5K 0.01% 265
2025
Q1 		$4.31K Buy
+25
New +$6.05K ﹤0.01% 506

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fourth Dimension Wealth's COIN Position: Q1 2026 in Review

Fourth Dimension Wealth held its Coinbase (COIN) position steady in Q1 2026 at 70 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Fourth Dimension Wealth first reported a position in COIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $35K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Fourth Dimension Wealth held 70 shares of Coinbase worth $12.2K as of Q1 2026.
  • Fourth Dimension Wealth left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #393 holding.
  • Fourth Dimension Wealth first reported a position in Coinbase in Q1 2025 and has held it in 5 quarters since.
  • Fourth Dimension Wealth's Coinbase position peaked at $35K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.