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Retirement Wealth Solutions’s Coinbase COIN Stock Holding History

Retirement Wealth Solutions’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 		$2.34K Sell
16
-12
-43% -$2.17K ﹤0.01% 494
2026
Q1 		$4.89K Buy
28
+23
+460% +$4.53K ﹤0.01% 325
2025
Q4 		$1.13K Sell
5
-16
-76% -$4.77K ﹤0.01% 557
2025
Q3 		$7.09K Buy
+21
New +$7.12K ﹤0.01% 260

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

Retirement Wealth Solutions's COIN Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Coinbase (COIN) stake by 43% in Q2 2026, selling an estimated $2.17K and leaving 16 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Retirement Wealth Solutions first reported a position in COIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.09K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Retirement Wealth Solutions held 16 shares of Coinbase worth $2.34K as of Q2 2026.
  • Retirement Wealth Solutions sold 12 Coinbase shares in Q2 2026, an estimated $2.17K.
  • Coinbase made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #494 holding.
  • Retirement Wealth Solutions first reported a position in Coinbase in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Coinbase position peaked at $7.09K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.