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
Q2 		$411K Sell
2,812
-3,258
-54% -$588K 0.01% 713
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 $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

Simplicity Wealth's COIN Position: Q2 2026 in Review

Simplicity Wealth reduced its Coinbase (COIN) stake by 54% in Q2 2026, selling an estimated $588K and leaving 2,812 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #713.

Simplicity Wealth first reported a position in COIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.8M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Simplicity Wealth held 2,812 shares of Coinbase worth $411K as of Q2 2026.
  • Simplicity Wealth sold 3,258 Coinbase shares in Q2 2026, an estimated $588K.
  • Coinbase made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #713 holding.
  • Simplicity Wealth first reported a position in Coinbase in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Coinbase position peaked at $2.8M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.