LWM
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Laidlaw Wealth Management’s Coinbase COIN Stock Holding History

Laidlaw 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
Q2 		$237K Hold
1,623
– – 0.68% 51
2026
Q1 		$283K Buy
1,623
+600
+59% +$118K 0.98% 32
2025
Q4 		$231K Hold
1,023
– – 0.72% 41
2025
Q3 		$345K Sell
1,023
-1,236
-55% -$419K 0.82% 32
2025
Q2 		$792K Buy
2,259
+756
+50% +$177K 2.28% 13
2025
Q1 		$259K Sell
1,503
-83
-5% -$20.1K 0.76% 36
2024
Q4 		$394K Sell
1,586
-132
-8% -$33.5K 0.17% 126
2024
Q3 		$306K Buy
1,718
+100
+6% +$20K 0.15% 130
2024
Q2 		$360K Sell
1,618
-242
-13% -$55.7K 0.2% 120
2024
Q1 		$493K Sell
1,860
-141
-7% -$25.4K 0.28% 106
2023
Q4 		$348K Buy
+2,001
New +$219K 0.13% 168
2021
Q4 		– Sell
-959
Closed -$218K – 393
2021
Q3 		$218K Sell
959
-1,316
-58% -$324K 0.06% 227
2021
Q2 		$576K Buy
+2,275
New +$591K 0.15% 134

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Laidlaw Wealth Management's COIN Position: Q2 2026 in Review

Laidlaw Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 1,623 shares worth $237K. The position accounts for 0.68% of the portfolio, ranked #51.

Laidlaw Wealth Management first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. The position peaked at $792K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Laidlaw Wealth Management held 1,623 shares of Coinbase worth $237K as of Q2 2026.
  • Laidlaw Wealth Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.68% of Laidlaw Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Laidlaw Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
  • Laidlaw Wealth Management's Coinbase position peaked at $792K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.