HWM
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Hemington Wealth Management’s Coinbase COIN Stock Holding History

Hemington 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
2025
Q3 		$124K Buy
369
+17
+5% +$5.76K 0.02% 202
2025
Q2 		$123K Buy
352
+38
+12% +$8.88K 0.02% 198
2025
Q1 		$54K Sell
314
-1
-0.3% -$242 0.01% 304
2024
Q4 		$78K Buy
315
+23
+8% +$5.84K 0.02% 232
2024
Q3 		$52K Buy
+292
New +$58.5K 0.01% 278

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Hemington Wealth Management's COIN Position: Q3 2025 in Review

Hemington Wealth Management increased its Coinbase (COIN) stake by 4.8% in Q3 2025, buying an estimated $5.76K and bringing the position to 369 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #202.

Hemington Wealth Management first reported a position in COIN in Q3 2024 and has held it in 5 quarters since. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Hemington Wealth Management held 369 shares of Coinbase worth $124K as of Q3 2025.
  • Hemington Wealth Management bought 17 Coinbase shares in Q3 2025, an estimated $5.76K.
  • Coinbase made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #202 holding.
  • Hemington Wealth Management first reported a position in Coinbase in Q3 2024 and has held it in 5 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.