JSW
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Journey Strategic Wealth’s Coinbase COIN Stock Holding History

Journey Strategic Wealth’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
-1,739
Closed -$393K – 838
2025
Q4 		$393K Sell
1,739
-13
-0.7% -$3.87K 0.01% 387
2025
Q3 		$591K Sell
1,752
-6
-0.3% -$2.03K 0.02% 256
2025
Q2 		$616K Buy
+1,758
New +$411K 0.02% 248

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

Journey Strategic Wealth's COIN Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,739 shares — an estimated $393K sold.

Journey Strategic Wealth first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $616K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 1,739 Coinbase shares in Q1 2026, an estimated $393K.
  • Journey Strategic Wealth first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • Journey Strategic Wealth's Coinbase position peaked at $616K in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.