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Rockline Wealth Management’s Coinbase COIN Stock Holding History

Rockline 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
-1,392
Closed -$243K – 110
2026
Q1 		$243K Hold
1,392
– – 0.05% 92
2025
Q4 		$315K Sell
1,392
-22
-2% -$6.56K 0.06% 75
2025
Q3 		$477K Hold
1,414
– – 0.1% 67
2025
Q2 		$496K Hold
1,414
– – 0.12% 66
2025
Q1 		$244K Buy
1,414
+22
+2% +$5.33K 0.07% 88
2024
Q4 		$346K Sell
1,392
-460
-25% -$117K 0.09% 79
2024
Q3 		$330K Buy
1,852
+695
+60% +$139K 0.09% 78
2024
Q2 		$257K Hold
1,157
– – 0.08% 86
2024
Q1 		$307K Buy
+1,157
New +$208K 0.11% 80

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

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

Rockline Wealth Management sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,392 shares — an estimated $243K sold.

Rockline Wealth Management first reported a position in COIN in Q1 2024 and held it in 9 quarters. The position peaked at $496K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Rockline Wealth Management reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 1,392 Coinbase shares in Q2 2026, an estimated $243K.
  • Rockline Wealth Management first reported a position in Coinbase in Q1 2024 and held it in 9 quarters.
  • Rockline Wealth Management's Coinbase position peaked at $496K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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