PWA
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Principia Wealth Advisory’s Coinbase COIN Stock Holding History

Principia Wealth Advisory’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 Hold
16
– – ﹤0.01% 548
2026
Q1 		$2.79K Buy
16
+4
+33% +$787 ﹤0.01% 430
2025
Q4 		$2.71K Buy
12
+1
+9% +$298 ﹤0.01% 375
2025
Q3 		$3.71K Hold
11
– – ﹤0.01% 320
2025
Q2 		$3.85K Buy
11
+8
+267% +$1.87K ﹤0.01% 272
2025
Q1 		$531 Sell
3
-2
-40% -$484 ﹤0.01% 552
2024
Q4 		$1.24K Buy
+5
New +$1.27K ﹤0.01% 320

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

Principia Wealth Advisory's COIN Position: Q2 2026 in Review

Principia Wealth Advisory held its Coinbase (COIN) position steady in Q2 2026 at 16 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Principia Wealth Advisory first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.85K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Principia Wealth Advisory held 16 shares of Coinbase worth $2.34K as of Q2 2026.
  • Principia Wealth Advisory left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #548 holding.
  • Principia Wealth Advisory first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Coinbase position peaked at $3.85K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.