SWP
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Sagespring Wealth Partners’s Coinbase COIN Stock Holding History

Sagespring Wealth Partners’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 		$280K Sell
1,918
-13
-0.7% -$2.35K ﹤0.01% 713
2026
Q1 		$337K Sell
1,931
-208
-10% -$40.9K 0.01% 611
2025
Q4 		$484K Buy
2,139
+183
+9% +$54.5K 0.01% 487
2025
Q3 		$660K Buy
1,956
+183
+10% +$62K 0.01% 397
2025
Q2 		$621K Buy
1,773
+459
+35% +$107K 0.01% 377
2025
Q1 		$226K Buy
1,314
+7
+0.5% +$1.7K 0.01% 607
2024
Q4 		$324K Buy
+1,307
New +$332K 0.01% 457

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

Sagespring Wealth Partners's COIN Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Coinbase (COIN) stake by 0.67% in Q2 2026, selling an estimated $2.35K and leaving 1,918 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Sagespring Wealth Partners first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Sagespring Wealth Partners held 1,918 shares of Coinbase worth $280K as of Q2 2026.
  • Sagespring Wealth Partners sold 13 Coinbase shares in Q2 2026, an estimated $2.35K.
  • Coinbase made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #713 holding.
  • Sagespring Wealth Partners first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Coinbase position peaked at $660K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.