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Spahn Wealth & Retirement’s Coinbase COIN Stock Holding History

Spahn Wealth & Retirement’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 		– Sell
-4,968
Closed -$1.12M – 30
2025
Q4 		$1.12M Sell
4,968
-738
-13% -$220K 0.7% 28
2025
Q3 		$1.93M Buy
5,706
+865
+18% +$293K 1.14% 27
2025
Q2 		$1.7M Buy
+4,841
New +$1.13M 1.09% 26

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spahn Wealth & Retirement's COIN Position: Q1 2026 in Review

Spahn Wealth & Retirement sold out of Coinbase (COIN) in Q1 2026, closing a stake of 4,968 shares — an estimated $1.12M sold.

Spahn Wealth & Retirement first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $1.93M in Q3 2025. 1,178 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Spahn Wealth & Retirement reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 4,968 Coinbase shares in Q1 2026, an estimated $1.12M.
  • Spahn Wealth & Retirement first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • Spahn Wealth & Retirement's Coinbase position peaked at $1.93M in Q3 2025.
  • 1,178 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.