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 Q2	–	Sell	-1,343	Closed	-$234K	–	1328
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Ritholtz Wealth Management sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,343 shares — an estimated $234K sold.

Ritholtz Wealth Management first reported a position in COIN in Q4 2024 and held it in 6 quarters. The position peaked at $540K in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Ritholtz Wealth Management reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 1,343 Coinbase shares in Q2 2026, an estimated $234K.
Ritholtz Wealth Management first reported a position in Coinbase in Q4 2024 and held it in 6 quarters.
Ritholtz Wealth Management's Coinbase position peaked at $540K in Q3 2025.
1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.