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Medallion Wealth Advisors’s Coinbase COIN Stock Holding History

Medallion Wealth Advisors’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 		$37.1K Hold
254
– – 0.01% 523
2026
Q1 		$44.4K Hold
254
– – 0.01% 496
2025
Q4 		$57.4K Hold
254
– – 0.02% 453
2025
Q3 		$85.7K Sell
254
-5
-2% -$1.7K 0.03% 375
2025
Q2 		$86.8K Sell
259
-10
-4% -$2.34K 0.03% 369
2025
Q1 		$46.9K Sell
269
-12
-4% -$2.91K 0.02% 438
2024
Q4 		$69.8K Buy
+281
New +$71.3K 0.03% 357

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

Medallion Wealth Advisors's COIN Position: Q2 2026 in Review

Medallion Wealth Advisors held its Coinbase (COIN) position steady in Q2 2026 at 254 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #523.

Medallion Wealth Advisors first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.8K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Medallion Wealth Advisors held 254 shares of Coinbase worth $37.1K as of Q2 2026.
  • Medallion Wealth Advisors left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #523 holding.
  • Medallion Wealth Advisors first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Coinbase position peaked at $86.8K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.