HHM Wealth Advisors’s Coinbase COIN Stock Holding History

HHM Wealth Advisors’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	$9.21K	Hold	63	–	–	﹤0.01%	643
2026 Q1	$11K	Hold	63	–	–	﹤0.01%	629
2025 Q4	$14.2K	Sell	63 -521	-89%	-$155K	﹤0.01%	554
2025 Q3	$197K	Buy	584 +525	+890%	+$178K	0.02%	208
2025 Q2	$20.7K	Hold	59	–	–	﹤0.01%	503
2025 Q1	$10.2K	Hold	59	–	–	﹤0.01%	589
2024 Q4	$14.7K	Buy	59 +5	+9%	+$1.27K	﹤0.01%	540
2024 Q3	$9.62K	Sell	54 -500	-90%	-$100K	﹤0.01%	568
2024 Q2	$123K	Hold	554	–	–	0.02%	222
2024 Q1	$147K	Buy	554 +500	+926%	+$90K	0.02%	174
2023 Q4	$9.39K	Hold	54	–	–	﹤0.01%	528
2023 Q3	$4.05K	Hold	54	–	–	﹤0.01%	661
2023 Q2	$3.86K	Hold	54	–	–	﹤0.01%	686
2023 Q1	$3.65K	Hold	54	–	–	﹤0.01%	683
2022 Q4	$1.91K	Hold	54	–	–	﹤0.01%	613
2022 Q3	$3K	Sell	54 -25	-32%	-$1.75K	﹤0.01%	569
2022 Q2	$4K	Hold	79	–	–	﹤0.01%	659
2022 Q1	$15K	Hold	79	–	–	﹤0.01%	473
2021 Q4	$20K	Buy	79 +25	+46%	+$7.27K	﹤0.01%	421
2021 Q3	$12K	Hold	54	–	–	﹤0.01%	474
2021 Q2	$14K	Buy	+54	New	+$14K	﹤0.01%	442

Other funds holding COIN

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

HHM Wealth Advisors's COIN Position: Q2 2026 in Review

HHM Wealth Advisors held its Coinbase (COIN) position steady in Q2 2026 at 63 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

HHM Wealth Advisors first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $197K in Q3 2025. 305 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

HHM Wealth Advisors held 63 shares of Coinbase worth $9.21K as of Q2 2026.
HHM Wealth Advisors left its Coinbase share count unchanged in Q2 2026.
Coinbase made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #643 holding.
HHM Wealth Advisors first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
HHM Wealth Advisors's Coinbase position peaked at $197K in Q3 2025.
305 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.