SW
COIN icon

Simplicity Wealth’s Coinbase COIN Stock Holding History

Simplicity Wealth’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 		$1.06M Sell
6,070
-873
-13% -$172K 0.06% 286
2025
Q4 		$1.57M Sell
6,943
-1,345
-16% -$401K 0.09% 208
2025
Q3 		$2.8M Buy
8,288
+6,870
+484% +$2.33M 0.16% 137
2025
Q2 		$497K Sell
1,418
-8,917
-86% -$2.08M 0.02% 458
2025
Q1 		$1.78M Buy
10,335
+8,199
+384% +$1.99M 0.14% 166
2024
Q4 		$530K Buy
+2,136
New +$542K 0.11% 159
2024
Q3 		– Sell
-3,752
Closed -$834K – 628
2024
Q2 		$834K Buy
3,752
+387
+12% +$89K 0.02% 584
2024
Q1 		$892K Buy
+3,365
New +$606K 0.02% 550

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

Simplicity Wealth's COIN Position: Q1 2026 in Review

Simplicity Wealth reduced its Coinbase (COIN) stake by 13% in Q1 2026, selling an estimated $172K and leaving 6,070 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #286.

Simplicity Wealth first reported a position in COIN in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.8M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Simplicity Wealth held 6,070 shares of Coinbase worth $1.06M as of Q1 2026.
  • Simplicity Wealth sold 873 Coinbase shares in Q1 2026, an estimated $172K.
  • Coinbase made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #286 holding.
  • Simplicity Wealth first reported a position in Coinbase in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Coinbase position peaked at $2.8M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.