TWM
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Tortuga Wealth Management’s Coinbase COIN Stock Holding History

Tortuga Wealth Management’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 		$213K Buy
1,219
+212
+21% +$41.7K 0.2% 107
2025
Q4 		$228K Buy
+1,007
New +$300K 0.24% 83

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

Tortuga Wealth Management's COIN Position: Q1 2026 in Review

Tortuga Wealth Management increased its Coinbase (COIN) stake by 21% in Q1 2026, buying an estimated $41.7K and bringing the position to 1,219 shares worth $213K. The position accounts for 0.2% of the portfolio, ranked #107.

Tortuga Wealth Management first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $228K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Tortuga Wealth Management held 1,219 shares of Coinbase worth $213K as of Q1 2026.
  • Tortuga Wealth Management bought 212 Coinbase shares in Q1 2026, an estimated $41.7K.
  • Coinbase made up 0.2% of Tortuga Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Tortuga Wealth Management first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Coinbase position peaked at $228K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.