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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
Q2 		$3M Sell
20,534
-10,000
-33% -$1.81M 0.38% 37
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 $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

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

Horizon Wealth Management reduced its Coinbase (COIN) stake by 33% in Q2 2026, selling an estimated $1.81M and leaving 20,534 shares worth $3M. The position accounts for 0.38% of the portfolio, ranked #37.

Horizon Wealth Management first reported a position in COIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.5M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Horizon Wealth Management held 20,534 shares of Coinbase worth $3M as of Q2 2026.
  • Horizon Wealth Management sold 10,000 Coinbase shares in Q2 2026, an estimated $1.81M.
  • Coinbase made up 0.38% of Horizon Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Horizon Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 5 quarters since.
  • Horizon Wealth Management's Coinbase position peaked at $13.5M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.