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 Q2	–	Sell	-3	Closed	-$524	–	621
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

IMG Wealth Management sold out of Coinbase (COIN) in Q2 2026, closing a stake of 3 shares — an estimated $524 sold.

IMG Wealth Management first reported a position in COIN in Q4 2024 and held it in 6 quarters. The position peaked at $63.6K in Q4 2024. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

IMG Wealth Management reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
IMG Wealth Management sold 3 Coinbase shares in Q2 2026, an estimated $524.
IMG Wealth Management first reported a position in Coinbase in Q4 2024 and held it in 6 quarters.
IMG Wealth Management's Coinbase position peaked at $63.6K in Q4 2024.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.