N.E.W. Advisory Services’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.58K Sell
45
-45
-50% -$8.12K ﹤0.01% 709
2026
Q1
$15.7K Buy
+90
New +$17.7K ﹤0.01% 544
2025
Q4
Sell
-15
Closed -$5.06K 904
2025
Q3
$5.06K Buy
15
+5
+50% +$1.7K ﹤0.01% 662
2025
Q2
$3.5K Buy
+10
New +$2.34K ﹤0.01% 688

Other funds holding COIN

N.E.W. Advisory Services's COIN Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Coinbase (COIN) stake by 50% in Q2 2026, selling an estimated $8.12K and leaving 45 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

N.E.W. Advisory Services first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.7K in Q1 2026. 698 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • N.E.W. Advisory Services held 45 shares of Coinbase worth $6.58K as of Q2 2026.
  • N.E.W. Advisory Services sold 45 Coinbase shares in Q2 2026, an estimated $8.12K.
  • Coinbase made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #709 holding.
  • N.E.W. Advisory Services first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • N.E.W. Advisory Services's Coinbase position peaked at $15.7K in Q1 2026.
  • 698 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.