SWP
COIN icon

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
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 $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

Sagespring Wealth Partners's COIN Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Coinbase (COIN) stake by 9.7% in Q1 2026, selling an estimated $40.9K and leaving 1,931 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #611.

Sagespring Wealth Partners first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $660K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Sagespring Wealth Partners held 1,931 shares of Coinbase worth $337K as of Q1 2026.
  • Sagespring Wealth Partners sold 208 Coinbase shares in Q1 2026, an estimated $40.9K.
  • Coinbase made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #611 holding.
  • Sagespring Wealth Partners first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Coinbase position peaked at $660K in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.