MWA
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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Medallion Wealth Advisors's COIN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Coinbase (COIN) position steady in Q1 2026 at 254 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #496.

Medallion Wealth Advisors first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.8K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Medallion Wealth Advisors held 254 shares of Coinbase worth $44.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #496 holding.
  • Medallion Wealth Advisors first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Coinbase position peaked at $86.8K in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.