HighMark Wealth Management’s Coinbase COIN Stock Holding History

HighMark 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 Q1	$44.2K	Hold	253	–	–	0.02%	169
2025 Q4	$57.2K	Hold	253	–	–	0.02%	156
2025 Q3	$85.4K	Hold	253	–	–	0.04%	126
2025 Q2	$88.7K	Hold	253	–	–	0.04%	121
2025 Q1	$43.6K	Hold	253	–	–	0.03%	135
2024 Q4	$62.8K	Sell	253 -157	-38%	-$39.9K	0.04%	107
2024 Q3	$73K	Buy	410 +45	+12%	+$9.01K	0.04%	121
2024 Q2	$81.1K	Hold	365	–	–	0.05%	109
2024 Q1	$96.7K	Buy	365 +25	+7%	+$4.5K	0.06%	100
2023 Q4	$59.1K	Buy	340 +12	+4%	+$1.31K	0.04%	117
2023 Q3	$24.6K	Hold	328	–	–	0.02%	155
2023 Q2	$23.5K	Sell	328 -100	-23%	-$5.96K	0.02%	172
2023 Q1	$28.9K	Hold	428	–	–	0.02%	173
2022 Q4	$15.1K	Buy	428 +70	+20%	+$3.69K	0.01%	199
2022 Q3	$23K	Hold	358	–	–	0.02%	144
2022 Q2	$17K	Hold	358	–	–	0.01%	180
2022 Q1	$68K	Buy	358 +58	+19%	+$11.3K	0.05%	93
2021 Q4	$76K	Hold	300	–	–	0.05%	95
2021 Q3	$68K	Hold	300	–	–	0.05%	102
2021 Q2	$76K	Buy	+300	New	+$77.9K	0.06%	93

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighMark Wealth Management's COIN Position: Q1 2026 in Review

HighMark Wealth Management held its Coinbase (COIN) position steady in Q1 2026 at 253 shares worth $44.2K. The position accounts for 0.02% of the portfolio, ranked #169.

HighMark Wealth Management first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $96.7K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

HighMark Wealth Management held 253 shares of Coinbase worth $44.2K as of Q1 2026.
HighMark Wealth Management left its Coinbase share count unchanged in Q1 2026.
Coinbase made up 0.02% of HighMark Wealth Management's portfolio in Q1 2026, its #169 holding.
HighMark Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
HighMark Wealth Management's Coinbase position peaked at $96.7K in Q1 2024.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.