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Premier Path Wealth Partners’s Coinbase COIN Stock Holding History

Premier Path Wealth Partners’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
Q1 		$228K Sell
1,307
-413
-24% -$81.3K 0.03% 379
2025
Q4 		$389K Buy
1,720
+56
+3% +$16.7K 0.05% 280
2025
Q3 		$562K Buy
1,664
+348
+26% +$118K 0.07% 247
2025
Q2 		$461K Buy
+1,316
New +$308K 0.06% 262
2025
Q1 		– Sell
-1,284
Closed -$319K – 373
2024
Q4 		$319K Buy
+1,284
New +$326K 0.05% 299
2024
Q3 		– Sell
-1,253
Closed -$278K – 369
2024
Q2 		$278K Buy
+1,253
New +$288K 0.05% 306

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Premier Path Wealth Partners's COIN Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Coinbase (COIN) stake by 24% in Q1 2026, selling an estimated $81.3K and leaving 1,307 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #379.

Premier Path Wealth Partners first reported a position in COIN in Q2 2024 and has held it in 6 quarters since. The position peaked at $562K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Premier Path Wealth Partners held 1,307 shares of Coinbase worth $228K as of Q1 2026.
  • Premier Path Wealth Partners sold 413 Coinbase shares in Q1 2026, an estimated $81.3K.
  • Coinbase made up 0.03% of Premier Path Wealth Partners's portfolio in Q1 2026, its #379 holding.
  • Premier Path Wealth Partners first reported a position in Coinbase in Q2 2024 and has held it in 6 quarters since.
  • Premier Path Wealth Partners's Coinbase position peaked at $562K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.