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Stratos Wealth Partners’s Coinbase COIN Stock Holding History

Stratos 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 		$1.62M Sell
9,257
-100
-1% -$19.7K 0.02% 623
2025
Q4 		$2.12M Sell
9,357
-9,374
-50% -$2.79M 0.02% 534
2025
Q3 		$6.32M Sell
18,731
-4,366
-19% -$1.48M 0.07% 271
2025
Q2 		$8.1M Sell
23,097
-548
-2% -$128K 0.11% 195
2025
Q1 		$4.07M Buy
23,645
+6,403
+37% +$1.55M 0.06% 301
2024
Q4 		$4.28M Buy
17,242
+7,648
+80% +$1.94M 0.06% 308
2024
Q3 		$1.71M Buy
9,594
+1,670
+21% +$335K 0.02% 503
2024
Q2 		$1.76M Buy
7,924
+4,597
+138% +$1.06M 0.03% 467
2024
Q1 		$882K Sell
3,327
-522
-14% -$93.9K 0.01% 693
2023
Q4 		$669K Buy
3,849
+90
+2% +$9.83K 0.01% 767
2023
Q3 		$282K Buy
3,759
+125
+3% +$10.5K 0.01% 1040
2023
Q2 		$260K Sell
3,634
-736
-17% -$43.9K 0.01% 1007
2023
Q1 		$295K Buy
+4,370
New +$262K 0.01% 880
2022
Q3 		– Sell
-6,619
Closed -$311K – 1141
2022
Q2 		$311K Sell
6,619
-2,492
-27% -$237K 0.01% 914
2022
Q1 		$1.73M Buy
9,111
+1,108
+14% +$217K 0.04% 394
2021
Q4 		$2.02M Buy
8,003
+3,467
+76% +$1.01M 0.04% 351
2021
Q3 		$1.03M Buy
4,536
+476
+12% +$117K 0.03% 515
2021
Q2 		$1.03M Buy
+4,060
New +$1.05M 0.03% 538

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

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

Stratos Wealth Partners reduced its Coinbase (COIN) stake by 1.1% in Q1 2026, selling an estimated $19.7K and leaving 9,257 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #623.

Stratos Wealth Partners first reported a position in COIN in Q2 2021 and has held it in 18 quarters since. The position peaked at $8.1M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Stratos Wealth Partners held 9,257 shares of Coinbase worth $1.62M as of Q1 2026.
  • Stratos Wealth Partners sold 100 Coinbase shares in Q1 2026, an estimated $19.7K.
  • Coinbase made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #623 holding.
  • Stratos Wealth Partners first reported a position in Coinbase in Q2 2021 and has held it in 18 quarters since.
  • Stratos Wealth Partners's Coinbase position peaked at $8.1M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.