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Mowery & Schoenfeld Wealth Management’s Coinbase COIN Stock Holding History

Mowery & Schoenfeld 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
-6
Closed -$1.36K – 383
2025
Q4 		$1.36K Buy
+6
New +$1.79K ﹤0.01% 424

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 56.25% 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

Mowery & Schoenfeld Wealth Management's COIN Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 6 shares — an estimated $1.36K sold.

Mowery & Schoenfeld Wealth Management first reported a position in COIN in Q4 2025 and held it in 1 quarter. The position peaked at $1.36K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 Coinbase shares in Q1 2026, an estimated $1.36K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Coinbase in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Coinbase position peaked at $1.36K in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.