NWAG
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Net Worth Advisory Group’s Coinbase COIN Stock Holding History

Net Worth Advisory Group’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 		– Sell
-1,438
Closed -$251K – 420
2026
Q1 		$251K Sell
1,438
-237
-14% -$46.6K 0.05% 356
2025
Q4 		$379K Sell
1,675
-270
-14% -$80.5K 0.08% 252
2025
Q3 		$657K Sell
1,945
-238
-11% -$80.7K 0.19% 121
2025
Q2 		$765K Sell
2,183
-103
-5% -$24.1K 0.17% 119
2025
Q1 		$394K Buy
+2,286
New +$553K 0.12% 193

Other funds holding COIN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Net Worth Advisory Group's COIN Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,438 shares — an estimated $251K sold.

Net Worth Advisory Group first reported a position in COIN in Q1 2025 and held it in 5 quarters. The position peaked at $765K in Q2 2025. 162 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,438 Coinbase shares in Q2 2026, an estimated $251K.
  • Net Worth Advisory Group first reported a position in Coinbase in Q1 2025 and held it in 5 quarters.
  • Net Worth Advisory Group's Coinbase position peaked at $765K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.