HWM
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Horizon Wealth Management’s Coinbase COIN Stock Holding History

Horizon 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 		$5.33M Hold
30,534
– – 0.78% 32
2025
Q4 		$6.9M Sell
30,534
-9,470
-24% -$2.82M 1.07% 22
2025
Q3 		$13.5M Buy
40,004
+19,864
+99% +$6.74M 1.98% 15
2025
Q2 		$7.06M Buy
+20,140
New +$4.71M 1.24% 18

Other funds holding COIN

BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Horizon Wealth Management held its Coinbase (COIN) position steady in Q1 2026 at 30,534 shares worth $5.33M. The position accounts for 0.78% of the portfolio, ranked #32.

Horizon Wealth Management first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.5M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Horizon Wealth Management held 30,534 shares of Coinbase worth $5.33M as of Q1 2026.
  • Horizon Wealth Management left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.78% of Horizon Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Horizon Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • Horizon Wealth Management's Coinbase position peaked at $13.5M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.