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High Point Wealth Management’s Coinbase COIN Stock Holding History

High Point 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 		$39.2K Sell
268
-40
-13% -$7.22K 0.03% 157
2026
Q1 		$53.8K Sell
308
-1,750
-85% -$344K 0.05% 131
2025
Q4 		$465K Buy
+2,058
New +$613K 0.44% 55

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

High Point Wealth Management's COIN Position: Q2 2026 in Review

High Point Wealth Management reduced its Coinbase (COIN) stake by 13% in Q2 2026, selling an estimated $7.22K and leaving 268 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #157.

High Point Wealth Management first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q4 2025. 591 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • High Point Wealth Management held 268 shares of Coinbase worth $39.2K as of Q2 2026.
  • High Point Wealth Management sold 40 Coinbase shares in Q2 2026, an estimated $7.22K.
  • Coinbase made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #157 holding.
  • High Point Wealth Management first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Coinbase position peaked at $465K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.