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Pursue Wealth Partners’s Coinbase COIN Stock Holding History

Pursue 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
2026
Q1 		$285K Buy
+1,633
New +$321K 0.17% 82
2025
Q4 		– Sell
-6,164
Closed -$2.08M – 108
2025
Q3 		$2.08M Buy
+6,164
New +$2.09M 1.14% 27

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pursue Wealth Partners's COIN Position: Q1 2026 in Review

Pursue Wealth Partners opened a new position in Coinbase (COIN) in Q1 2026: 1,633 shares worth $285K. The stake represents 0.17% of the portfolio and ranks #82 among its holdings. This is a return to the name: Pursue Wealth Partners previously reported a position in COIN as recently as Q3 2025.

Pursue Wealth Partners first reported a position in COIN in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.08M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Pursue Wealth Partners held 1,633 shares of Coinbase worth $285K as of Q1 2026.
  • Coinbase was a new Pursue Wealth Partners position in Q1 2026.
  • Coinbase made up 0.17% of Pursue Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Pursue Wealth Partners first reported a position in Coinbase in Q3 2025 and has held it in 2 quarters since.
  • Pursue Wealth Partners's Coinbase position peaked at $2.08M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.