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COIN icon

NWAM LLC’s Coinbase COIN Stock Holding History

NWAM LLC’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 		$957K Buy
6,543
+122
+2% +$22K 0.05% 335
2026
Q1 		$1.12M Sell
6,421
-2,783
-30% -$548K 0.06% 270
2025
Q4 		$2.02M Sell
9,204
-9,792
-52% -$2.92M 0.11% 181
2025
Q3 		$6.5M Buy
18,996
+1,880
+11% +$637K 0.35% 65
2025
Q2 		$6.34M Buy
+17,116
New +$4M 0.37% 60
2025
Q1 		– Sell
-5,144
Closed -$1.28M – 518
2024
Q4 		$1.28M Sell
5,144
-1,724
-25% -$438K 0.08% 228
2024
Q3 		$1.22M Buy
6,868
+314
+5% +$62.9K 0.07% 240
2024
Q2 		$1.46M Sell
6,554
-308
-4% -$70.9K 0.43% 47
2024
Q1 		$1.81M Sell
6,862
-922
-12% -$166K 0.15% 139
2023
Q4 		$1.35M Buy
7,784
+807
+12% +$88.1K 0.11% 185
2023
Q3 		$524K Buy
6,977
+686
+11% +$57.8K 0.05% 284
2023
Q2 		$450K Buy
+6,291
New +$375K 0.04% 345
2022
Q4 		– Sell
-4,506
Closed -$291K – 518
2022
Q3 		$291K Buy
+4,506
New +$315K 0.03% 389
2022
Q2 		– Sell
-2,527
Closed -$480K – 518
2022
Q1 		$480K Buy
2,527
+155
+7% +$30.3K 0.04% 339
2021
Q4 		$599K Sell
2,372
-154
-6% -$44.8K 0.05% 296
2021
Q3 		$575K Buy
2,526
+829
+49% +$204K 0.05% 294
2021
Q2 		$430K Buy
+1,697
New +$441K 0.04% 330

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NWAM LLC's COIN Position: Q2 2026 in Review

NWAM LLC increased its Coinbase (COIN) stake by 1.9% in Q2 2026, buying an estimated $22K and bringing the position to 6,543 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #335.

NWAM LLC first reported a position in COIN in Q2 2021 and has held it in 17 quarters since. The position peaked at $6.5M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • NWAM LLC held 6,543 shares of Coinbase worth $957K as of Q2 2026.
  • NWAM LLC bought 122 Coinbase shares in Q2 2026, an estimated $22K.
  • Coinbase made up 0.05% of NWAM LLC's portfolio in Q2 2026, its #335 holding.
  • NWAM LLC first reported a position in Coinbase in Q2 2021 and has held it in 17 quarters since.
  • NWAM LLC's Coinbase position peaked at $6.5M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.