Prestige Wealth Management Group’s Coinbase COIN Stock Holding History

Prestige Wealth Management Group’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	-12	Closed	-$2.1K	–	1108
2026 Q1	$2.1K	Sell	12 -8	-40%	-$1.57K	﹤0.01%	730
2025 Q4	$4.52K	Sell	20 -7	-26%	-$2.09K	﹤0.01%	602
2025 Q3	$9.11K	Buy	27 +8	+42%	+$2.71K	﹤0.01%	467
2025 Q2	$6.66K	Hold	19	–	–	﹤0.01%	504
2025 Q1	$3.27K	Hold	19	–	–	﹤0.01%	647
2024 Q4	$4.72K	Hold	19	–	–	﹤0.01%	621
2024 Q3	$3.39K	Hold	19	–	–	﹤0.01%	674
2024 Q2	$4.22K	Hold	19	–	–	﹤0.01%	584
2024 Q1	$5.04K	Hold	19	–	–	﹤0.01%	569
2023 Q4	$3.31K	Hold	19	–	–	﹤0.01%	666
2023 Q3	$1.43K	Hold	19	–	–	﹤0.01%	809
2023 Q2	$1.36K	Hold	19	–	–	﹤0.01%	851
2023 Q1	$1.28K	Buy	19 +10	+111%	+$599	﹤0.01%	847
2022 Q4	$319	Hold	9	–	–	﹤0.01%	1115
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	820
2022 Q2	$0	Hold	9	–	–	﹤0.01%	984
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	753
2021 Q4	$2K	Buy	9 +3	+50%	+$872	﹤0.01%	777
2021 Q3	$1K	Buy	+6	New	+$1.48K	﹤0.01%	873

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

Prestige Wealth Management Group's COIN Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of Coinbase (COIN) in Q2 2026, closing a stake of 12 shares — an estimated $2.1K sold.

Prestige Wealth Management Group first reported a position in COIN in Q3 2021 and held it in 19 quarters. The position peaked at $9.11K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Prestige Wealth Management Group reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 12 Coinbase shares in Q2 2026, an estimated $2.1K.
Prestige Wealth Management Group first reported a position in Coinbase in Q3 2021 and held it in 19 quarters.
Prestige Wealth Management Group's Coinbase position peaked at $9.11K in Q3 2025.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.