HWM
COIN icon

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
Q2 		$39.3K Buy
269
+16
+6% +$2.89K 0.01% 189
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
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

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

HighMark Wealth Management increased its Coinbase (COIN) stake by 6.3% in Q2 2026, buying an estimated $2.89K and bringing the position to 269 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #189.

HighMark Wealth Management first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $96.7K in Q1 2024. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • HighMark Wealth Management held 269 shares of Coinbase worth $39.3K as of Q2 2026.
  • HighMark Wealth Management bought 16 Coinbase shares in Q2 2026, an estimated $2.89K.
  • Coinbase made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #189 holding.
  • HighMark Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • HighMark Wealth Management's Coinbase position peaked at $96.7K in Q1 2024.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.