Grant Private Wealth Management’s Coinbase COIN Stock Holding History

Grant Private 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
2026 Q2	$824K	Sell	5,639 -225	-4%	-$40.6K	0.35%	58
2026 Q1	$1.02M	Sell	5,864 -402	-6%	-$79.1K	0.54%	41
2025 Q4	$1.42M	Sell	6,266 -192	-3%	-$57.2K	0.86%	29
2025 Q3	$2.18M	Buy	+6,458	New	+$2.19M	1.34%	15
2025 Q2	–	Sell	-6,929	Closed	-$1.19M	–	85
2025 Q1	$1.19M	Sell	6,929 -160	-2%	-$38.7K	1.29%	20
2024 Q4	$1.76M	Buy	+7,089	New	+$1.8M	1.9%	13

Other funds holding COIN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Grant Private Wealth Management's COIN Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Coinbase (COIN) stake by 3.8% in Q2 2026, selling an estimated $40.6K and leaving 5,639 shares worth $824K. The position accounts for 0.35% of the portfolio, ranked #58.

Grant Private Wealth Management first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q3 2025. 137 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Grant Private Wealth Management held 5,639 shares of Coinbase worth $824K as of Q2 2026.
Grant Private Wealth Management sold 225 Coinbase shares in Q2 2026, an estimated $40.6K.
Coinbase made up 0.35% of Grant Private Wealth Management's portfolio in Q2 2026, its #58 holding.
Grant Private Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Coinbase position peaked at $2.18M in Q3 2025.
137 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.