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 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 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

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

Laidlaw Wealth Management increased its Coinbase (COIN) stake by 59% in Q1 2026, buying an estimated $118K and bringing the position to 1,623 shares worth $283K. The position accounts for 0.98% of the portfolio, ranked #32.

Laidlaw Wealth Management first reported a position in COIN in Q2 2021 and has held it in 12 quarters since. The position peaked at $792K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Laidlaw Wealth Management held 1,623 shares of Coinbase worth $283K as of Q1 2026.
Laidlaw Wealth Management bought 600 Coinbase shares in Q1 2026, an estimated $118K.
Coinbase made up 0.98% of Laidlaw Wealth Management's portfolio in Q1 2026, its #32 holding.
Laidlaw Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 12 quarters since.
Laidlaw Wealth Management's Coinbase position peaked at $792K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.