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Spire Wealth Management’s Coinbase COIN Stock Holding History

Spire Wealth Management’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 		$63.3K Sell
433
-306
-41% -$55.2K ﹤0.01% 1111
2026
Q1 		$129K Sell
739
-188
-20% -$37K ﹤0.01% 913
2025
Q4 		$210K Sell
927
-4,053
-81% -$1.21M 0.01% 780
2025
Q3 		$1.68M Sell
4,980
-323
-6% -$110K 0.06% 276
2025
Q2 		$1.86M Buy
5,303
+1,359
+34% +$318K 0.07% 248
2025
Q1 		$679K Sell
3,944
-16
-0.4% -$3.87K 0.02% 490
2024
Q4 		$983K Sell
3,960
-364
-8% -$92.4K 0.03% 397
2024
Q3 		$770K Buy
4,324
+824
+24% +$165K 0.03% 432
2024
Q2 		$778K Buy
3,500
+184
+6% +$42.3K 0.03% 396
2024
Q1 		$879K Sell
3,316
-1,195
-26% -$215K 0.02% 401
2023
Q4 		$563K Sell
4,511
-460
-9% -$50.2K 0.02% 496
2023
Q3 		$373K Buy
4,971
+2,773
+126% +$234K 0.01% 546
2023
Q2 		$157K Buy
2,198
+1,724
+364% +$103K 0.01% 803
2023
Q1 		$32K Sell
474
-123
-21% -$7.37K ﹤0.01% 1403
2022
Q4 		$21K Sell
597
-350
-37% -$18.4K ﹤0.01% 1348
2022
Q3 		$61K Sell
947
-752
-44% -$52.5K ﹤0.01% 883
2022
Q2 		$80K Buy
+1,699
New +$162K ﹤0.01% 1114

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

Spire Wealth Management's COIN Position: Q2 2026 in Review

Spire Wealth Management reduced its Coinbase (COIN) stake by 41% in Q2 2026, selling an estimated $55.2K and leaving 433 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Spire Wealth Management first reported a position in COIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.86M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Spire Wealth Management held 433 shares of Coinbase worth $63.3K as of Q2 2026.
  • Spire Wealth Management sold 306 Coinbase shares in Q2 2026, an estimated $55.2K.
  • Coinbase made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1111 holding.
  • Spire Wealth Management first reported a position in Coinbase in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's Coinbase position peaked at $1.86M in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.