KWM
COIN icon

Keebeck Wealth Management’s Coinbase COIN Stock Holding History

Keebeck 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 		$232K Sell
1,330
-18,352
-93% -$3.61M 0.03% 380
2025
Q4 		$4.45M Sell
19,682
-53
-0.3% -$15.8K 0.51% 50
2025
Q3 		$6.66M Buy
19,735
+605
+3% +$205K 0.79% 30
2025
Q2 		$6.7M Buy
19,130
+1
+0% +$234 0.88% 24
2025
Q1 		$3.29M Buy
19,129
+1,491
+8% +$361K 0.49% 57
2024
Q4 		$4.38M Sell
17,638
-5,821
-25% -$1.48M 0.63% 45
2024
Q3 		$4.18M Buy
23,459
+2,534
+12% +$508K 0.61% 47
2024
Q2 		$4.65M Buy
20,925
+425
+2% +$97.8K 0.68% 40
2024
Q1 		$5.43M Buy
20,500
+8,550
+72% +$1.54M 0.8% 29
2023
Q4 		$2.08M Buy
+11,950
New +$1.3M 0.34% 79
2022
Q2 		– Sell
-10,010
Closed -$1.9M – 235
2022
Q1 		$1.9M Buy
+10,010
New +$1.96M 0.31% 83

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

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

Keebeck Wealth Management reduced its Coinbase (COIN) stake by 93% in Q1 2026, selling an estimated $3.61M and leaving 1,330 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #380.

Keebeck Wealth Management first reported a position in COIN in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.7M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Keebeck Wealth Management held 1,330 shares of Coinbase worth $232K as of Q1 2026.
  • Keebeck Wealth Management sold 18,352 Coinbase shares in Q1 2026, an estimated $3.61M.
  • Coinbase made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #380 holding.
  • Keebeck Wealth Management first reported a position in Coinbase in Q1 2022 and has held it in 11 quarters since.
  • Keebeck Wealth Management's Coinbase position peaked at $6.7M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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