QPWM
COIN icon

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
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 $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

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

Quadrant Private Wealth Management increased its Coinbase (COIN) stake by 1.9% in Q1 2026, buying an estimated $9.45K and bringing the position to 2,591 shares worth $452K. The position accounts for 0.07% of the portfolio, ranked #186.

Quadrant Private Wealth Management first reported a position in COIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $894K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Quadrant Private Wealth Management held 2,591 shares of Coinbase worth $452K as of Q1 2026.
  • Quadrant Private Wealth Management bought 48 Coinbase shares in Q1 2026, an estimated $9.45K.
  • Coinbase made up 0.07% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #186 holding.
  • Quadrant Private Wealth Management first reported a position in Coinbase in Q1 2025 and has held it in 5 quarters since.
  • Quadrant Private Wealth Management's Coinbase position peaked at $894K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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