HWM
COIN icon

HB Wealth Management’s Coinbase COIN Stock Holding History

HB 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 		$758K Buy
5,182
+31
+0.6% +$5.6K ﹤0.01% 885
2026
Q1 		$899K Buy
5,151
+314
+6% +$61.8K 0.01% 707
2025
Q4 		$1.09M Buy
4,837
+693
+17% +$207K 0.01% 594
2025
Q3 		$1.4M Buy
4,144
+1,454
+54% +$493K 0.01% 520
2025
Q2 		$943K Buy
2,690
+487
+22% +$114K 0.01% 544
2025
Q1 		$379K Buy
2,203
+663
+43% +$161K ﹤0.01% 865
2024
Q4 		$382K Buy
1,540
+272
+21% +$69K ﹤0.01% 719
2024
Q3 		$226K Sell
1,268
-71
-5% -$14.2K ﹤0.01% 853
2024
Q2 		$298K Buy
1,339
+347
+35% +$79.8K ﹤0.01% 711
2024
Q1 		$263K Buy
+992
New +$179K ﹤0.01% 705

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
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

HB Wealth Management's COIN Position: Q2 2026 in Review

HB Wealth Management increased its Coinbase (COIN) stake by 0.6% in Q2 2026, buying an estimated $5.6K and bringing the position to 5,182 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

HB Wealth Management first reported a position in COIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • HB Wealth Management held 5,182 shares of Coinbase worth $758K as of Q2 2026.
  • HB Wealth Management bought 31 Coinbase shares in Q2 2026, an estimated $5.6K.
  • Coinbase made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #885 holding.
  • HB Wealth Management first reported a position in Coinbase in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Coinbase position peaked at $1.4M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.