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SIMA Wealth Partners’s Coinbase COIN Stock Holding History

SIMA 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 		$37.6K Hold
257
– – 0.03% 87
2026
Q1 		$44.9K Buy
257
+170
+195% +$33.5K 0.03% 84
2025
Q4 		$19.7K Hold
87
– – 0.02% 99
2025
Q3 		$29.4K Hold
87
– – 0.02% 98
2025
Q2 		$30.5K Hold
87
– – 0.02% 92
2025
Q1 		$15K Buy
87
+1
+1% +$242 0.01% 131
2024
Q4 		$21.4K Hold
86
– – 0.02% 115
2024
Q3 		$15.3K Hold
86
– – 0.01% 118
2024
Q2 		$19.1K Buy
+86
New +$19.8K 0.02% 111

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

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

SIMA Wealth Partners held its Coinbase (COIN) position steady in Q2 2026 at 257 shares worth $37.6K. The position accounts for 0.03% of the portfolio, ranked #87.

SIMA Wealth Partners first reported a position in COIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.9K in Q1 2026. 1,108 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • SIMA Wealth Partners held 257 shares of Coinbase worth $37.6K as of Q2 2026.
  • SIMA Wealth Partners left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.03% of SIMA Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • SIMA Wealth Partners first reported a position in Coinbase in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Coinbase position peaked at $44.9K in Q1 2026.
  • 1,108 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.