Physician Wealth Advisors’s Coinbase COIN Stock Holding History

Physician 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	$21.8K	Sell	149 -57	-28%	-$10.3K	﹤0.01%	638
2026 Q1	$36K	Buy	206 +44	+27%	+$8.66K	0.01%	476
2025 Q4	$36.6K	Sell	162 -24	-13%	-$7.15K	0.01%	447
2025 Q3	$62.8K	Buy	186 +31	+20%	+$10.5K	0.01%	334
2025 Q2	$54.3K	Buy	155 +8	+5%	+$1.87K	0.01%	331
2025 Q1	$25.3K	Buy	147 +15	+11%	+$3.63K	﹤0.01%	447
2024 Q4	$32.8K	Buy	+132	New	+$33.5K	0.01%	406

Other funds holding COIN

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Coinbase (COIN) stake by 28% in Q2 2026, selling an estimated $10.3K and leaving 149 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Physician Wealth Advisors first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.8K in Q3 2025. 206 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Physician Wealth Advisors held 149 shares of Coinbase worth $21.8K as of Q2 2026.
Physician Wealth Advisors sold 57 Coinbase shares in Q2 2026, an estimated $10.3K.
Coinbase made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #638 holding.
Physician Wealth Advisors first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Coinbase position peaked at $62.8K in Q3 2025.
206 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.