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SHP Wealth Management’s Coinbase COIN Stock Holding History

SHP 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 		$20.5K Sell
140
-560
-80% -$101K ﹤0.01% 774
2026
Q1 		$122K Sell
700
-74
-10% -$14.6K 0.01% 347
2025
Q4 		$175K Buy
+774
New +$231K 0.01% 271

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Coinbase (COIN) stake by 80% in Q2 2026, selling an estimated $101K and leaving 140 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

SHP Wealth Management first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $175K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • SHP Wealth Management held 140 shares of Coinbase worth $20.5K as of Q2 2026.
  • SHP Wealth Management sold 560 Coinbase shares in Q2 2026, an estimated $101K.
  • Coinbase made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #774 holding.
  • SHP Wealth Management first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Coinbase position peaked at $175K in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.