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MPWM Advisory Solutions’s Coinbase COIN Stock Holding History

MPWM Advisory Solutions’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
-160
Closed -$56.1K – 520
2025
Q2 		$56.1K Sell
160
-20
-11% -$4.68K 0.04% 155
2025
Q1 		$31K Buy
180
+40
+29% +$9.69K 0.02% 191
2024
Q4 		$34.8K Buy
+140
New +$35.5K 0.03% 189

Other funds holding COIN

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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

MPWM Advisory Solutions's COIN Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of Coinbase (COIN) in Q3 2025, closing a stake of 160 shares — an estimated $56.1K sold.

MPWM Advisory Solutions first reported a position in COIN in Q4 2024 and held it in 3 quarters. The position peaked at $56.1K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • MPWM Advisory Solutions reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 160 Coinbase shares in Q3 2025, an estimated $56.1K.
  • MPWM Advisory Solutions first reported a position in Coinbase in Q4 2024 and held it in 3 quarters.
  • MPWM Advisory Solutions's Coinbase position peaked at $56.1K in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.