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Strategic Planning Group’s Coinbase COIN Stock Holding History

Strategic Planning 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
Q1 		– Sell
-24,569
Closed -$5.56M – 75
2025
Q4 		$5.56M Buy
24,569
+2,176
+10% +$648K 0.72% 53
2025
Q3 		$7.56M Buy
22,393
+5,808
+35% +$1.97M 1.02% 35
2025
Q2 		$5.81M Buy
16,585
+3,288
+25% +$769K 0.94% 37
2025
Q1 		$2.29M Buy
13,297
+1,469
+12% +$356K 0.45% 66
2024
Q4 		$2.94M Buy
+11,828
New +$3M 0.54% 61

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Planning Group's COIN Position: Q1 2026 in Review

Strategic Planning Group sold out of Coinbase (COIN) in Q1 2026, closing a stake of 24,569 shares — an estimated $5.56M sold.

Strategic Planning Group first reported a position in COIN in Q4 2024 and held it in 5 quarters. The position peaked at $7.56M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Strategic Planning Group reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 24,569 Coinbase shares in Q1 2026, an estimated $5.56M.
  • Strategic Planning Group first reported a position in Coinbase in Q4 2024 and held it in 5 quarters.
  • Strategic Planning Group's Coinbase position peaked at $7.56M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.