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Ritholtz Wealth Management’s Coinbase COIN Stock Holding History

Ritholtz 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 		$234K Sell
1,343
-204
-13% -$40.2K ﹤0.01% 1076
2025
Q4 		$350K Sell
1,547
-53
-3% -$15.8K 0.01% 836
2025
Q3 		$540K Buy
1,600
+899
+128% +$305K 0.01% 661
2025
Q2 		$246K Sell
701
-832
-54% -$195K 0.01% 860
2025
Q1 		$264K Buy
1,533
+45
+3% +$10.9K 0.01% 780
2024
Q4 		$369K Buy
+1,488
New +$378K 0.01% 648

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

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

Ritholtz Wealth Management reduced its Coinbase (COIN) stake by 13% in Q1 2026, selling an estimated $40.2K and leaving 1,343 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Ritholtz Wealth Management first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $540K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Ritholtz Wealth Management held 1,343 shares of Coinbase worth $234K as of Q1 2026.
  • Ritholtz Wealth Management sold 204 Coinbase shares in Q1 2026, an estimated $40.2K.
  • Coinbase made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1076 holding.
  • Ritholtz Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Coinbase position peaked at $540K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.