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Legacy Wealth Management (Idaho)’s Coinbase COIN Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-167
Closed -$29.2K – 338
2026
Q1 		$29.2K Sell
167
-40
-19% -$7.87K 0.01% 341
2025
Q4 		$46.8K Buy
207
+182
+728% +$54.2K 0.02% 227
2025
Q3 		$8.44K Sell
25
-1
-4% -$339 ﹤0.01% 367
2025
Q2 		$9.11K Sell
26
-25
-49% -$5.84K ﹤0.01% 331
2025
Q1 		$8.78K Sell
51
-20
-28% -$4.84K 0.01% 353
2024
Q4 		$19.5K Hold
71
– – 0.01% 222
2024
Q3 		$20.2K Buy
+71
New +$14.2K 0.01% 221

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 $3.38T AUM 44.17% 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
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s COIN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Coinbase (COIN) in Q2 2026, closing a stake of 167 shares — an estimated $29.2K sold.

Legacy Wealth Management (Idaho) first reported a position in COIN in Q3 2024 and held it in 7 quarters. The position peaked at $46.8K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 167 Coinbase shares in Q2 2026, an estimated $29.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Coinbase in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Coinbase position peaked at $46.8K in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.