QPWM
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Quadrant Private Wealth Management’s Coinbase COIN Stock Holding History

Quadrant Private Wealth 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
Q2 		$332K Sell
2,268
-323
-12% -$58.3K 0.07% 118
2026
Q1 		$452K Buy
2,591
+48
+2% +$9.45K 0.07% 186
2025
Q4 		$575K Sell
2,543
-13
-0.5% -$3.87K 0.09% 160
2025
Q3 		$863K Buy
2,556
+6
+0.2% +$2.03K 0.16% 117
2025
Q2 		$894K Buy
2,550
+1,042
+69% +$244K 0.19% 104
2025
Q1 		$260K Buy
+1,508
New +$365K 0.06% 189

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

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

Quadrant Private Wealth Management reduced its Coinbase (COIN) stake by 12% in Q2 2026, selling an estimated $58.3K and leaving 2,268 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #118.

Quadrant Private Wealth Management first reported a position in COIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $894K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Quadrant Private Wealth Management held 2,268 shares of Coinbase worth $332K as of Q2 2026.
  • Quadrant Private Wealth Management sold 323 Coinbase shares in Q2 2026, an estimated $58.3K.
  • Coinbase made up 0.07% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Quadrant Private Wealth Management first reported a position in Coinbase in Q1 2025 and has held it in 6 quarters since.
  • Quadrant Private Wealth Management's Coinbase position peaked at $894K in Q2 2025.
  • 1,116 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.