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Private Wealth Asset Management’s Coinbase COIN Stock Holding History

Private Wealth Asset Management’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 		– Sell
-1
Closed -$226 – 972
2025
Q4 		$226 Hold
1
– – ﹤0.01% 972
2025
Q3 		$337 Hold
1
– – ﹤0.01% 911
2025
Q2 		$350 Sell
1
-9
-90% -$2.1K ﹤0.01% 897
2025
Q1 		$1.72K Buy
+10
New +$2.42K ﹤0.01% 815

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Asset Management's COIN Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1 share — an estimated $226 sold.

Private Wealth Asset Management first reported a position in COIN in Q1 2025 and held it in 4 quarters. The position peaked at $1.72K in Q1 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1 Coinbase share in Q1 2026, an estimated $226.
  • Private Wealth Asset Management first reported a position in Coinbase in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Coinbase position peaked at $1.72K in Q1 2025.
  • 1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.