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Planning Strategies’s Coinbase COIN Stock Holding History

Planning Strategies’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 		$2.34K Buy
+16
New +$2.89K ﹤0.01% 554

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 Strategies's COIN Position: Q2 2026 in Review

Planning Strategies opened a new position in Coinbase (COIN) in Q2 2026: 16 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings.

1,045 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Planning Strategies held 16 shares of Coinbase worth $2.34K as of Q2 2026.
  • Coinbase was a new Planning Strategies position in Q2 2026.
  • Coinbase made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #554 holding.
  • 1,045 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.