NW
COIN icon

NewEdge Wealth’s Coinbase COIN Stock Holding History

NewEdge Wealth’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
-1,009
Closed -$228K – 1154
2025
Q4 		$228K Buy
+1,009
New +$301K ﹤0.01% 1116
2025
Q2 		– Sell
-3,019
Closed -$520K – 974
2025
Q1 		$520K Buy
3,019
+66
+2% +$16K 0.01% 637
2024
Q4 		$733K Sell
2,953
-132
-4% -$33.5K 0.01% 549
2024
Q3 		$550K Buy
3,085
+173
+6% +$34.7K 0.01% 599
2024
Q2 		$647K Buy
2,912
+81
+3% +$18.6K 0.01% 488
2024
Q1 		$648K Buy
2,831
+1,169
+70% +$210K 0.01% 500
2023
Q4 		$289K Buy
+1,662
New +$181K 0.01% 630
2022
Q2 		– Sell
-5,600
Closed -$1.06M – 555
2022
Q1 		$1.06M Buy
5,600
+636
+13% +$124K 0.05% 219
2021
Q4 		$1.25M Buy
4,964
+1,793
+57% +$521K 0.05% 216
2021
Q3 		$721K Hold
3,171
– – 0.04% 201
2021
Q2 		$803K Buy
+3,171
New +$823K 0.06% 189

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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 56.26% 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

NewEdge Wealth's COIN Position: Q1 2026 in Review

NewEdge Wealth sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,009 shares — an estimated $228K sold.

NewEdge Wealth first reported a position in COIN in Q2 2021 and held it in 11 quarters. The position peaked at $1.25M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • NewEdge Wealth reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,009 Coinbase shares in Q1 2026, an estimated $228K.
  • NewEdge Wealth first reported a position in Coinbase in Q2 2021 and held it in 11 quarters.
  • NewEdge Wealth's Coinbase position peaked at $1.25M in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.