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Spartan Wealth Advisory Services LLC’s Coinbase COIN Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.07M Buy
7,309
+250
+4% +$45.1K 0.09% 159
2026
Q1 		$1.23M Buy
+7,059
New +$1.39M 0.11% 138

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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

Spartan Wealth Advisory Services LLC's COIN Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Coinbase (COIN) stake by 3.5% in Q2 2026, buying an estimated $45.1K and bringing the position to 7,309 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #159.

Spartan Wealth Advisory Services LLC first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.23M in Q1 2026. 1,045 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,309 shares of Coinbase worth $1.07M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 250 Coinbase shares in Q2 2026, an estimated $45.1K.
  • Coinbase made up 0.09% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #159 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Coinbase position peaked at $1.23M in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.