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Parkworth Wealth Management’s Coinbase COIN Stock Holding History

Parkworth Wealth Management’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
Q2 		$1.4K Buy
4
+1
+33% +$234 ﹤0.01% 333
2025
Q1 		$517 Sell
3
-13
-81% -$3.15K ﹤0.01% 407
2024
Q4 		$2.23K Buy
+16
New +$4.06K ﹤0.01% 184

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Parkworth Wealth Management's COIN Position: Q2 2025 in Review

Parkworth Wealth Management increased its Coinbase (COIN) stake by 33% in Q2 2025, buying an estimated $234 and bringing the position to 4 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Parkworth Wealth Management first reported a position in COIN in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.23K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Coinbase worth $1.4K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Coinbase share in Q2 2025, an estimated $234.
  • Coinbase made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #333 holding.
  • Parkworth Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Coinbase position peaked at $2.23K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.