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 Q2	–	Sell	-1,307	Closed	-$228K	–	403
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 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

Premier Path Wealth Partners's COIN Position: Q2 2026 in Review

Premier Path Wealth Partners sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,307 shares — an estimated $228K sold.

Premier Path Wealth Partners first reported a position in COIN in Q2 2024 and held it in 6 quarters. The position peaked at $562K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Premier Path Wealth Partners reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 1,307 Coinbase shares in Q2 2026, an estimated $228K.
Premier Path Wealth Partners first reported a position in Coinbase in Q2 2024 and held it in 6 quarters.
Premier Path Wealth Partners's Coinbase position peaked at $562K in Q3 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.