Gerber Kawasaki Wealth & Investment Management’s Coinbase COIN Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026 Q1	–	Sell	-958	Closed	-$217K	–	353
2025 Q4	$217K	Buy	958 +142	+17%	+$42.3K	0.01%	314
2025 Q3	$275K	Sell	816 -63	-7%	-$21.4K	0.01%	281
2025 Q2	$308K	Buy	+879	New	+$205K	0.01%	254
2024 Q2	–	Sell	-759	Closed	-$201K	–	284
2024 Q1	$201K	Buy	+759	New	+$137K	0.01%	266
2022 Q3	–	Sell	-5,630	Closed	-$264K	–	242
2022 Q2	$264K	Buy	5,630 +773	+16%	+$73.6K	0.03%	203
2022 Q1	$953K	Sell	4,857 -14,500	-75%	-$2.83M	0.08%	116
2021 Q4	$4.85M	Buy	19,357 +6,198	+47%	+$1.8M	0.39%	50
2021 Q3	$3.04M	Buy	13,159 +11,523	+704%	+$2.84M	0.39%	45
2021 Q2	$414K	Buy	+1,636	New	+$425K	0.04%	162

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's COIN Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 958 shares — an estimated $217K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in COIN in Q2 2021 and held it in 9 quarters. The position peaked at $4.85M in Q4 2021. 1,177 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 958 Coinbase shares in Q1 2026, an estimated $217K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Coinbase in Q2 2021 and held it in 9 quarters.
Gerber Kawasaki Wealth & Investment Management's Coinbase position peaked at $4.85M in Q4 2021.
1,177 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.