SWM
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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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 56.25% 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

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

SHP Wealth Management reduced its Coinbase (COIN) stake by 9.6% in Q1 2026, selling an estimated $14.6K and leaving 700 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #347.

SHP Wealth Management first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $175K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • SHP Wealth Management held 700 shares of Coinbase worth $122K as of Q1 2026.
  • SHP Wealth Management sold 74 Coinbase shares in Q1 2026, an estimated $14.6K.
  • Coinbase made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #347 holding.
  • SHP Wealth Management first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Coinbase position peaked at $175K in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.