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Mascoma Wealth Management’s Coinbase COIN Stock Holding History

Mascoma 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 		$3.51K Buy
+24
New +$4.33K ﹤0.01% 406
2026
Q1 		– Sell
-4
Closed -$905 – 524
2025
Q4 		$905 Buy
+4
New +$1.19K ﹤0.01% 469

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

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

Mascoma Wealth Management opened a new position in Coinbase (COIN) in Q2 2026: 24 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in COIN as recently as Q4 2025.

Mascoma Wealth Management first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Mascoma Wealth Management held 24 shares of Coinbase worth $3.51K as of Q2 2026.
  • Coinbase was a new Mascoma Wealth Management position in Q2 2026.
  • Coinbase made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Mascoma Wealth Management first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.