Portus Wealth Advisors’s Coinbase COIN Stock Holding History

Portus 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	–	Sell	-34	Closed	-$5.94K	–	144
2026 Q1	$5.94K	Buy	+34	New	+$6.69K	0.01%	163

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Portus Wealth Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 34 shares — an estimated $5.94K sold.

Portus Wealth Advisors first reported a position in COIN in Q1 2026 and held it in 1 quarter. The position peaked at $5.94K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Portus Wealth Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 34 Coinbase shares in Q2 2026, an estimated $5.94K.
Portus Wealth Advisors first reported a position in Coinbase in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Coinbase position peaked at $5.94K in Q1 2026.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.