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COIN icon

Planning Directions’s Coinbase COIN Stock Holding History

Planning Directions’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 		$516K Hold
3,528
– – 0.24% 55
2026
Q1 		$616K Buy
3,528
+100
+3% +$19.7K 0.31% 47
2025
Q4 		$775K Hold
3,428
– – 0.39% 36
2025
Q3 		$1.16M Hold
3,428
– – 0.6% 29
2025
Q2 		$1.2M Sell
3,428
-765
-18% -$179K 0.68% 28
2025
Q1 		$722K Buy
4,193
+136
+3% +$32.9K 0.31% 54
2024
Q4 		$1.01M Buy
4,057
+1,922
+90% +$488K 0.58% 29
2024
Q3 		$380K Buy
+2,135
New +$428K 0.23% 53
2024
Q1 		– Sell
-3,257
Closed -$566K – 78
2023
Q4 		$566K Buy
+3,257
New +$356K 0.4% 34

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

Planning Directions's COIN Position: Q2 2026 in Review

Planning Directions held its Coinbase (COIN) position steady in Q2 2026 at 3,528 shares worth $516K. The position accounts for 0.24% of the portfolio, ranked #55.

Planning Directions first reported a position in COIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Planning Directions held 3,528 shares of Coinbase worth $516K as of Q2 2026.
  • Planning Directions left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.24% of Planning Directions's portfolio in Q2 2026, its #55 holding.
  • Planning Directions first reported a position in Coinbase in Q4 2023 and has held it in 9 quarters since.
  • Planning Directions's Coinbase position peaked at $1.2M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.