OWP
COIN icon

ORG Wealth Partners’s Coinbase COIN Stock Holding History

ORG Wealth Partners’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
2025
Q4 		– Sell
-533
Closed -$180K – 608
2025
Q3 		$180K Buy
533
+320
+150% +$109K 0.04% 212
2025
Q2 		$71.4K Buy
+213
New +$49.8K 0.02% 294
2025
Q1 		– Sell
-174
Closed -$43.2K – 772
2024
Q4 		$43.2K Sell
174
-7
-4% -$1.78K 0.01% 258
2024
Q3 		$32.2K Buy
+181
New +$36.3K 0.01% 283

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Wealth Partners's COIN Position: Q4 2025 in Review

ORG Wealth Partners sold out of Coinbase (COIN) in Q4 2025, closing a stake of 533 shares — an estimated $180K sold.

ORG Wealth Partners first reported a position in COIN in Q3 2024 and held it in 4 quarters. The position peaked at $180K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • ORG Wealth Partners reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 533 Coinbase shares in Q4 2025, an estimated $180K.
  • ORG Wealth Partners first reported a position in Coinbase in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Coinbase position peaked at $180K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.