RWM
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Refined Wealth Management’s Coinbase COIN Stock Holding History

Refined 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 		$8.61M Sell
58,894
-257
-0.4% -$46.4K 5.2% 4
2026
Q1 		$10.3M Buy
59,151
+633
+1% +$125K 6.52% 4
2025
Q4 		$13.2M Buy
58,518
+462
+0.8% +$138K 8.91% 4
2025
Q3 		$19.6M Sell
58,056
-692
-1% -$235K 12.59% 1
2025
Q2 		$20.6M Buy
58,748
+940
+2% +$220K 14.15% 1
2025
Q1 		$9.96M Buy
57,808
+8,132
+16% +$1.97M 8.14% 5
2024
Q4 		$12.3M Sell
49,676
-463
-0.9% -$118K 9.39% 4
2024
Q3 		$8.93M Sell
50,139
-720
-1% -$144K 6.89% 5
2024
Q2 		$11.3M Sell
50,859
-989
-2% -$228K 8.72% 4
2024
Q1 		$13.7M Sell
51,848
-1,726
-3% -$311K 9.68% 4
2023
Q4 		$9.32M Sell
53,574
-110
-0.2% -$12K 7.27% 4
2023
Q3 		$4.03M Sell
53,684
-1,754
-3% -$148K 3.62% 11
2023
Q2 		$3.97M Buy
55,438
+526
+1% +$31.4K 3.27% 12
2023
Q1 		$3.71M Buy
54,912
+252
+0.5% +$15.1K 3.28% 11
2022
Q4 		$1.93M Buy
54,660
+6,781
+14% +$357K 1.69% 14
2022
Q3 		$3.09M Buy
47,879
+1,175
+3% +$82K 2.79% 13
2022
Q2 		$2.2M Buy
+46,704
New +$4.45M 1.96% 14
2022
Q1 		– Sell
-13,845
Closed -$3.49M – 28
2021
Q4 		$3.49M Buy
13,845
+672
+5% +$195K 2.71% 13
2021
Q3 		$3M Buy
+13,173
New +$3.24M 2.43% 14

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

Refined Wealth Management's COIN Position: Q2 2026 in Review

Refined Wealth Management reduced its Coinbase (COIN) stake by 0.43% in Q2 2026, selling an estimated $46.4K and leaving 58,894 shares worth $8.61M. The position accounts for 5.2% of the portfolio, ranked #4.

Refined Wealth Management first reported a position in COIN in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.6M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Refined Wealth Management held 58,894 shares of Coinbase worth $8.61M as of Q2 2026.
  • Refined Wealth Management sold 257 Coinbase shares in Q2 2026, an estimated $46.4K.
  • Coinbase made up 5.2% of Refined Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Refined Wealth Management first reported a position in Coinbase in Q3 2021 and has held it in 19 quarters since.
  • Refined Wealth Management's Coinbase position peaked at $20.6M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.