RWM
COIN icon

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
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 $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

Refined Wealth Management's COIN Position: Q1 2026 in Review

Refined Wealth Management increased its Coinbase (COIN) stake by 1.1% in Q1 2026, buying an estimated $125K and bringing the position to 59,151 shares worth $10.3M. The position accounts for 6.52% of the portfolio, ranked #4.

Refined Wealth Management first reported a position in COIN in Q3 2021 and has held it in 18 quarters since. The position peaked at $20.6M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Refined Wealth Management held 59,151 shares of Coinbase worth $10.3M as of Q1 2026.
  • Refined Wealth Management bought 633 Coinbase shares in Q1 2026, an estimated $125K.
  • Coinbase made up 6.52% of Refined Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Refined Wealth Management first reported a position in Coinbase in Q3 2021 and has held it in 18 quarters since.
  • Refined Wealth Management's Coinbase position peaked at $20.6M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.