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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
Q2 		$1.5M Buy
10,268
+1,011
+11% +$183K 0.02% 699
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 $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

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

Stratos Wealth Partners increased its Coinbase (COIN) stake by 11% in Q2 2026, buying an estimated $183K and bringing the position to 10,268 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #699.

Stratos Wealth Partners first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.1M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Stratos Wealth Partners held 10,268 shares of Coinbase worth $1.5M as of Q2 2026.
  • Stratos Wealth Partners bought 1,011 Coinbase shares in Q2 2026, an estimated $183K.
  • Coinbase made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #699 holding.
  • Stratos Wealth Partners first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Stratos Wealth Partners's Coinbase position peaked at $8.1M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.