IWC
COIN icon

Integrated Wealth Concepts’s Coinbase COIN Stock Holding History

Integrated Wealth Concepts’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 		$958K Buy
5,485
+4,012
+272% +$790K 0.01% 1143
2025
Q4 		$333K Sell
1,473
-2,221
-60% -$662K ﹤0.01% 1276
2025
Q3 		$1.25M Buy
3,694
+1,129
+44% +$383K 0.01% 867
2025
Q2 		$899K Buy
2,565
+446
+21% +$104K 0.01% 979
2025
Q1 		$365K Buy
2,119
+413
+24% +$100K ﹤0.01% 1299
2024
Q4 		$424K Hold
1,706
– – ﹤0.01% 1203
2024
Q3 		$304K Hold
1,706
– – ﹤0.01% 1340
2024
Q2 		$379K Buy
1,706
+35
+2% +$8.05K 0.01% 1179
2024
Q1 		$443K Sell
1,671
-206
-11% -$37.1K 0.01% 1105
2023
Q4 		$327K Buy
+1,877
New +$205K 0.01% 1223
2022
Q1 		– Sell
-2,581
Closed -$651K – 950
2021
Q4 		$651K Buy
2,581
+27
+1% +$7.85K 0.02% 553
2021
Q3 		$581K Buy
2,554
+427
+20% +$105K 0.02% 544
2021
Q2 		$539K Buy
+2,127
New +$552K 0.02% 517

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

Integrated Wealth Concepts's COIN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Coinbase (COIN) stake by 272% in Q1 2026, buying an estimated $790K and bringing the position to 5,485 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #1143.

Integrated Wealth Concepts first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Integrated Wealth Concepts held 5,485 shares of Coinbase worth $958K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,012 Coinbase shares in Q1 2026, an estimated $790K.
  • Coinbase made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1143 holding.
  • Integrated Wealth Concepts first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Coinbase position peaked at $1.25M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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