Sun Group Wealth Partners’s Coinbase COIN Stock Holding History

Sun Group 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	–	Sell	-1,641	Closed	-$371K	–	77
2025 Q4	$371K	Buy	+1,641	New	+$489K	0.3%	45

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sun Group Wealth Partners's COIN Position: Q1 2026 in Review

Sun Group Wealth Partners sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,641 shares — an estimated $371K sold.

Sun Group Wealth Partners first reported a position in COIN in Q4 2025 and held it in 1 quarter. The position peaked at $371K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Sun Group Wealth Partners reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Sun Group Wealth Partners sold 1,641 Coinbase shares in Q1 2026, an estimated $371K.
Sun Group Wealth Partners first reported a position in Coinbase in Q4 2025 and held it in 1 quarter.
Sun Group Wealth Partners's Coinbase position peaked at $371K in Q4 2025.
1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Sun Group Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.