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Total Wealth Planning & Management’s Coinbase COIN Stock Holding History

Total Wealth Planning & 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
Q2 		$278K Buy
+1,899
New +$343K 0.19% 176

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

Total Wealth Planning & Management's COIN Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Coinbase (COIN) in Q2 2026: 1,899 shares worth $278K. The stake represents 0.19% of the portfolio and ranks #176 among its holdings.

1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Total Wealth Planning & Management held 1,899 shares of Coinbase worth $278K as of Q2 2026.
  • Coinbase was a new Total Wealth Planning & Management position in Q2 2026.
  • Coinbase made up 0.19% of Total Wealth Planning & Management's portfolio in Q2 2026, its #176 holding.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.