IWM
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IMG Wealth Management’s Coinbase COIN Stock Holding History

IMG 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 		$524 Sell
3
-36
-92% -$7.09K ﹤0.01% 494
2025
Q4 		$8.82K Buy
39
+27
+225% +$8.04K 0.01% 333
2025
Q3 		$4.05K Sell
12
-10
-45% -$3.39K ﹤0.01% 371
2025
Q2 		$7.71K Sell
22
-234
-91% -$54.7K 0.01% 298
2025
Q1 		$44.1K Hold
256
– – 0.04% 150
2024
Q4 		$63.6K Buy
+256
New +$65K 0.06% 128

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

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

IMG Wealth Management reduced its Coinbase (COIN) stake by 92% in Q1 2026, selling an estimated $7.09K and leaving 3 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #494.

IMG Wealth Management first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.6K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • IMG Wealth Management held 3 shares of Coinbase worth $524 as of Q1 2026.
  • IMG Wealth Management sold 36 Coinbase shares in Q1 2026, an estimated $7.09K.
  • Coinbase made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #494 holding.
  • IMG Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Coinbase position peaked at $63.6K in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.