Jessup Wealth Management’s Coinbase COIN Stock Holding History

Jessup 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	–	Sell	-12	Closed	-$2.71K	–	138
2025 Q4	$2.71K	Buy	+12	New	+$3.58K	﹤0.01%	311

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

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

Jessup Wealth Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 12 shares — an estimated $2.71K sold.

Jessup Wealth Management first reported a position in COIN in Q4 2025 and held it in 1 quarter. The position peaked at $2.71K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Jessup Wealth Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 12 Coinbase shares in Q1 2026, an estimated $2.71K.
Jessup Wealth Management first reported a position in Coinbase in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Coinbase position peaked at $2.71K in Q4 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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