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Independent Solutions Wealth Management’s Coinbase COIN Stock Holding History

Independent Solutions 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
2025
Q4 		– Sell
-1,339
Closed -$452K – 177
2025
Q3 		$452K Buy
+1,339
New +$454K 0.08% 127
2022
Q2 		– Sell
-1,092
Closed -$207K – 225
2022
Q1 		$207K Buy
1,092
+100
+10% +$19.5K 0.05% 210
2021
Q4 		$250K Buy
+992
New +$288K 0.06% 199

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Solutions Wealth Management's COIN Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,339 shares — an estimated $452K sold.

Independent Solutions Wealth Management first reported a position in COIN in Q4 2021 and held it in 3 quarters. The position peaked at $452K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,339 Coinbase shares in Q4 2025, an estimated $452K.
  • Independent Solutions Wealth Management first reported a position in Coinbase in Q4 2021 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Coinbase position peaked at $452K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.