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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
Q2 		$273K Sell
1,868
-174
-9% -$31.4K 0.02% 272
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
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

Strategic Wealth Partners's COIN Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Coinbase (COIN) stake by 8.5% in Q2 2026, selling an estimated $31.4K and leaving 1,868 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #272.

Strategic Wealth Partners first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $976K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Strategic Wealth Partners held 1,868 shares of Coinbase worth $273K as of Q2 2026.
  • Strategic Wealth Partners sold 174 Coinbase shares in Q2 2026, an estimated $31.4K.
  • Coinbase made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #272 holding.
  • Strategic Wealth Partners first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
  • Strategic Wealth Partners's Coinbase position peaked at $976K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.