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MorganRosel Wealth Management’s Coinbase COIN Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-2
Closed -$701 – 158
2025
Q2 		$701 Hold
2
– – ﹤0.01% 333
2025
Q1 		$344 Buy
+2
New +$484 ﹤0.01% 338

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

MorganRosel Wealth Management's COIN Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Coinbase (COIN) in Q3 2025, closing a stake of 2 shares — an estimated $701 sold.

MorganRosel Wealth Management first reported a position in COIN in Q1 2025 and held it in 2 quarters. The position peaked at $701 in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2 Coinbase shares in Q3 2025, an estimated $701.
  • MorganRosel Wealth Management first reported a position in Coinbase in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Coinbase position peaked at $701 in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.