PWMG
COIN icon

Private Wealth Management Group’s Coinbase COIN Stock Holding History

Private 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 		$7.89K Hold
54
– – ﹤0.01% 651
2026
Q1 		$9.43K Hold
54
– – ﹤0.01% 542
2025
Q4 		$12.2K Hold
54
– – ﹤0.01% 457
2025
Q3 		$18.2K Sell
54
-1
-2% -$339 0.01% 357
2025
Q2 		$19.3K Sell
55
-14
-20% -$3.27K 0.01% 313
2025
Q1 		$11.9K Sell
69
-4
-5% -$969 ﹤0.01% 418
2024
Q4 		$18.1K Sell
73
-70
-49% -$17.8K 0.01% 323
2024
Q3 		$25.5K Hold
143
– – 0.01% 243
2024
Q2 		$31.8K Hold
143
– – 0.01% 206
2024
Q1 		$37.9K Buy
143
+7
+5% +$1.26K 0.02% 190
2023
Q4 		$23.7K Buy
+136
New +$14.9K 0.01% 245

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

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

Private Wealth Management Group held its Coinbase (COIN) position steady in Q2 2026 at 54 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Private Wealth Management Group first reported a position in COIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.9K in Q1 2024. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Private Wealth Management Group held 54 shares of Coinbase worth $7.89K as of Q2 2026.
  • Private Wealth Management Group left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #651 holding.
  • Private Wealth Management Group first reported a position in Coinbase in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Coinbase position peaked at $37.9K in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.