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Mosley Wealth Management’s Coinbase COIN Stock Holding History

Mosley 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 		$47.4K Sell
324
-989
-75% -$179K 0.02% 260
2026
Q1 		$443K Buy
1,313
+16
+1% +$3.15K 0.2% 107
2025
Q4 		$502K Buy
+1,297
New +$386K 0.23% 100
2024
Q4 		$347K Buy
1,194
+10
+0.8% +$2.54K 0.22% 90
2024
Q3 		$253K Buy
+1,184
New +$237K 0.17% 101

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

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

Mosley Wealth Management reduced its Coinbase (COIN) stake by 75% in Q2 2026, selling an estimated $179K and leaving 324 shares worth $47.4K. The position accounts for 0.02% of the portfolio, ranked #260.

Mosley Wealth Management first reported a position in COIN in Q3 2024 and has held it in 5 quarters since. The position peaked at $502K in Q4 2025. 591 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Mosley Wealth Management held 324 shares of Coinbase worth $47.4K as of Q2 2026.
  • Mosley Wealth Management sold 989 Coinbase shares in Q2 2026, an estimated $179K.
  • Coinbase made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Mosley Wealth Management first reported a position in Coinbase in Q3 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's Coinbase position peaked at $502K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.