RMR Wealth Builders’s Coinbase COIN Stock Holding History

RMR Wealth Builders’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	$343K	Buy	2,345 +261	+13%	+$47.1K	0.02%	236
2026 Q1	$364K	Buy	2,084 +273	+15%	+$53.7K	0.03%	208
2025 Q4	$410K	Sell	1,811 -10	-0.5%	-$2.98K	0.03%	196
2025 Q3	$615K	Buy	1,821 +95	+6%	+$32.2K	0.05%	149
2025 Q2	$605K	Buy	1,726 +107	+7%	+$25K	0.06%	152
2025 Q1	$279K	Buy	1,619 +176	+12%	+$42.6K	0.03%	213
2024 Q4	$358K	Sell	1,443 -4	-0.3%	-$1.01K	0.04%	190
2024 Q3	$258K	Buy	1,447 +97	+7%	+$19.4K	0.03%	224
2024 Q2	$300K	Buy	1,350 +391	+41%	+$90K	0.03%	201
2024 Q1	$254K	Buy	+959	New	+$173K	0.03%	223

Other funds holding COIN

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

RMR Wealth Builders's COIN Position: Q2 2026 in Review

RMR Wealth Builders increased its Coinbase (COIN) stake by 13% in Q2 2026, buying an estimated $47.1K and bringing the position to 2,345 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #236.

RMR Wealth Builders first reported a position in COIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $615K in Q3 2025. 305 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

RMR Wealth Builders held 2,345 shares of Coinbase worth $343K as of Q2 2026.
RMR Wealth Builders bought 261 Coinbase shares in Q2 2026, an estimated $47.1K.
Coinbase made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #236 holding.
RMR Wealth Builders first reported a position in Coinbase in Q1 2024 and has held it in 10 quarters since.
RMR Wealth Builders's Coinbase position peaked at $615K in Q3 2025.
305 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.