OWA
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One Wealth Advisors’s Coinbase COIN Stock Holding History

One Wealth Advisors’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 		$866K Hold
5,925
– – 0.1% 111
2026
Q1 		$1.03M Hold
5,925
– – 0.13% 94
2025
Q4 		$1.34M Hold
5,925
– – 0.16% 82
2025
Q3 		$2M Buy
+5,925
New +$2.01M 0.25% 69

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

One Wealth Advisors's COIN Position: Q2 2026 in Review

One Wealth Advisors held its Coinbase (COIN) position steady in Q2 2026 at 5,925 shares worth $866K. The position accounts for 0.1% of the portfolio, ranked #111.

One Wealth Advisors first reported a position in COIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • One Wealth Advisors held 5,925 shares of Coinbase worth $866K as of Q2 2026.
  • One Wealth Advisors left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.1% of One Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • One Wealth Advisors first reported a position in Coinbase in Q3 2025 and has held it in 4 quarters since.
  • One Wealth Advisors's Coinbase position peaked at $2M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.