Modern Wealth Management’s Coinbase COIN Stock Holding History

Modern 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	–	Sell	-1,301	Closed	-$294K	–	893
2025 Q4	$294K	Buy	1,301 +306	+31%	+$91.2K	0.01%	686
2025 Q3	$336K	Buy	+995	New	+$337K	0.01%	613

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Modern Wealth Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,301 shares — an estimated $294K sold.

Modern Wealth Management first reported a position in COIN in Q3 2025 and held it in 2 quarters. The position peaked at $336K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Modern Wealth Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 1,301 Coinbase shares in Q1 2026, an estimated $294K.
Modern Wealth Management first reported a position in Coinbase in Q3 2025 and held it in 2 quarters.
Modern Wealth Management's Coinbase position peaked at $336K in Q3 2025.
1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.