Jeppson Wealth Management’s Coinbase COIN Stock Holding History

Jeppson 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	$359K	Buy	2,056 +178	+9%	+$35K	0.11%	160
2025 Q4	$425K	Buy	1,878 +139	+8%	+$41.4K	0.13%	137
2025 Q3	$587K	Sell	1,739 -27	-2%	-$9.15K	0.19%	108
2025 Q2	$619K	Buy	1,766 +69	+4%	+$16.1K	0.21%	104
2025 Q1	$292K	Buy	1,697 +257	+18%	+$62.2K	0.11%	160
2024 Q4	$358K	Sell	1,440 -4	-0.3%	-$1.01K	0.13%	140
2024 Q3	$257K	Hold	1,444	–	–	0.09%	169
2024 Q2	$321K	Sell	1,444 -10	-0.7%	-$2.3K	0.12%	152
2024 Q1	$385K	Sell	1,454 -100	-6%	-$18K	0.15%	141
2023 Q4	$270K	Buy	+1,554	New	+$170K	0.11%	165

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jeppson Wealth Management increased its Coinbase (COIN) stake by 9.5% in Q1 2026, buying an estimated $35K and bringing the position to 2,056 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #160.

Jeppson Wealth Management first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $619K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Jeppson Wealth Management held 2,056 shares of Coinbase worth $359K as of Q1 2026.
Jeppson Wealth Management bought 178 Coinbase shares in Q1 2026, an estimated $35K.
Coinbase made up 0.11% of Jeppson Wealth Management's portfolio in Q1 2026, its #160 holding.
Jeppson Wealth Management first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
Jeppson Wealth Management's Coinbase position peaked at $619K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.