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Spectrum Wealth Advisory Group’s Coinbase COIN Stock Holding History

Spectrum Wealth Advisory Group’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 		$17K Buy
+116
New +$20.9K ﹤0.01% 219

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

Spectrum Wealth Advisory Group's COIN Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Coinbase (COIN) in Q2 2026: 116 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #219 among its holdings.

1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Spectrum Wealth Advisory Group held 116 shares of Coinbase worth $17K as of Q2 2026.
  • Coinbase was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Coinbase made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #219 holding.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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