Private Wealth Partners’s Coinbase COIN Stock Holding History

Private 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
2025 Q4	–	Sell	-1,500	Closed	-$506K	–	176
2025 Q3	$506K	Buy	+1,500	New	+$509K	0.04%	125

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Private Wealth Partners's COIN Position: Q4 2025 in Review

Private Wealth Partners sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,500 shares — an estimated $506K sold.

Private Wealth Partners first reported a position in COIN in Q3 2025 and held it in 1 quarter. The position peaked at $506K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Private Wealth Partners reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Private Wealth Partners sold 1,500 Coinbase shares in Q4 2025, an estimated $506K.
Private Wealth Partners first reported a position in Coinbase in Q3 2025 and held it in 1 quarter.
Private Wealth Partners's Coinbase position peaked at $506K in Q3 2025.
1,265 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Private Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.