Strategic Wealth Partners’s Coinbase COIN Stock Holding History

Strategic Wealth Partners’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	$357K	Buy	2,042 +163	+9%	+$32.1K	0.02%	233
2025 Q4	$425K	Buy	1,879 +50	+3%	+$14.9K	0.03%	224
2025 Q3	$617K	Sell	1,829 -956	-34%	-$324K	0.05%	203
2025 Q2	$976K	Buy	+2,785	New	+$651K	0.08%	158
2024 Q4	$610K	Buy	2,045 +336	+20%	+$85.3K	0.05%	186
2024 Q3	$304K	Sell	1,709 -9	-0.5%	-$1.8K	0.03%	253
2024 Q2	$382K	Sell	1,718 -97	-5%	-$22.3K	0.04%	218
2024 Q1	$481K	Sell	1,815 -23	-1%	-$4.14K	0.05%	199
2023 Q4	$320K	Buy	+1,838	New	+$201K	0.04%	223

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Partners's COIN Position: Q1 2026 in Review

Strategic Wealth Partners increased its Coinbase (COIN) stake by 8.7% in Q1 2026, buying an estimated $32.1K and bringing the position to 2,042 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #233.

Strategic Wealth Partners first reported a position in COIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $976K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Strategic Wealth Partners held 2,042 shares of Coinbase worth $357K as of Q1 2026.
Strategic Wealth Partners bought 163 Coinbase shares in Q1 2026, an estimated $32.1K.
Coinbase made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #233 holding.
Strategic Wealth Partners first reported a position in Coinbase in Q4 2023 and has held it in 9 quarters since.
Strategic Wealth Partners's Coinbase position peaked at $976K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.