SWM
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Shelton Wealth Management’s Coinbase COIN Stock Holding History

Shelton 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
Q1 		– Sell
-927
Closed -$210K – 146
2025
Q4 		$210K Buy
927
+169
+22% +$50.4K 0.09% 124
2025
Q3 		$256K Buy
758
+33
+5% +$11.2K 0.12% 113
2025
Q2 		$254K Buy
+725
New +$169K 0.12% 114

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

Shelton Wealth Management's COIN Position: Q1 2026 in Review

Shelton Wealth Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 927 shares — an estimated $210K sold.

Shelton Wealth Management first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $256K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Shelton Wealth Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 927 Coinbase shares in Q1 2026, an estimated $210K.
  • Shelton Wealth Management first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • Shelton Wealth Management's Coinbase position peaked at $256K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.