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SteelPeak Wealth’s Coinbase COIN Stock Holding History

SteelPeak 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 		$889K Sell
6,084
-1,787
-23% -$323K 0.02% 332
2026
Q1 		$1.37M Buy
7,871
+3,945
+100% +$777K 0.04% 247
2025
Q4 		$888K Sell
3,926
-2,116
-35% -$631K 0.03% 293
2025
Q3 		$2.04M Buy
6,042
+3,676
+155% +$1.25M 0.07% 215
2025
Q2 		$829K Sell
2,366
-2,900
-55% -$678K 0.03% 302
2025
Q1 		$907K Buy
5,266
+3,179
+152% +$770K 0.04% 269
2024
Q4 		$518K Sell
2,087
-5,335
-72% -$1.35M 0.02% 334
2024
Q3 		$1.32M Buy
7,422
+2,158
+41% +$432K 0.06% 203
2024
Q2 		$1.17M Sell
5,264
-521
-9% -$120K 0.05% 211
2024
Q1 		$1.53M Sell
5,785
-1,670
-22% -$301K 0.08% 187
2023
Q4 		$1.3M Sell
7,455
-5,253
-41% -$574K 0.08% 178
2023
Q3 		$954K Buy
12,708
+6,010
+90% +$507K 0.06% 190
2023
Q2 		$479K Buy
6,698
+2,051
+44% +$122K 0.03% 250
2023
Q1 		$314K Sell
4,647
-1,156
-20% -$69.2K 0.02% 299
2022
Q4 		$205K Sell
5,803
-2,808
-33% -$148K 0.02% 367
2022
Q3 		$555K Sell
8,611
-7
-0.1% -$489 0.04% 231
2022
Q2 		$405K Sell
8,618
-1,227
-12% -$117K 0.03% 281
2022
Q1 		$1.87M Buy
9,845
+6,853
+229% +$1.34M 0.11% 126
2021
Q4 		$755K Sell
2,992
-229
-7% -$66.6K 0.04% 201
2021
Q3 		$733K Buy
3,221
+164
+5% +$40.4K 0.05% 202
2021
Q2 		$774K Buy
+3,057
New +$794K 0.05% 201

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

SteelPeak Wealth's COIN Position: Q2 2026 in Review

SteelPeak Wealth reduced its Coinbase (COIN) stake by 23% in Q2 2026, selling an estimated $323K and leaving 6,084 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #332.

SteelPeak Wealth first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.04M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • SteelPeak Wealth held 6,084 shares of Coinbase worth $889K as of Q2 2026.
  • SteelPeak Wealth sold 1,787 Coinbase shares in Q2 2026, an estimated $323K.
  • Coinbase made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #332 holding.
  • SteelPeak Wealth first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • SteelPeak Wealth's Coinbase position peaked at $2.04M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.