TWM
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Tradition Wealth Management’s Coinbase COIN Stock Holding History

Tradition 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
Q2 		– Sell
-1,216
Closed -$212K – 566
2026
Q1 		$212K Buy
+1,216
New +$239K 0.02% 463
2025
Q4 		– Sell
-933
Closed -$315K – 502
2025
Q3 		$315K Buy
933
+36
+4% +$12.2K 0.02% 360
2025
Q2 		$314K Buy
+897
New +$210K 0.03% 341
2024
Q2 		– Sell
-1,213
Closed -$322K – 406
2024
Q1 		$322K Buy
1,213
+85
+8% +$15.3K 0.03% 296
2023
Q4 		$196K Buy
1,128
+664
+143% +$72.5K 0.02% 329
2023
Q3 		$35K Sell
464
-190
-29% -$16K ﹤0.01% 687
2023
Q2 		$47K Hold
654
– – 0.01% 638
2023
Q1 		$44K Buy
654
+86
+15% +$5.15K 0.01% 642
2022
Q4 		$20K Sell
568
-31
-5% -$1.63K ﹤0.01% 748
2022
Q3 		$39K Sell
599
-197
-25% -$13.8K 0.01% 572
2022
Q2 		$37K Buy
796
+197
+33% +$18.8K 0.01% 519
2022
Q1 		$114K Buy
599
+321
+115% +$62.7K 0.01% 379
2021
Q4 		$70K Buy
278
+127
+84% +$36.9K 0.01% 463
2021
Q3 		$34K Buy
151
+62
+70% +$15.3K ﹤0.01% 607
2021
Q2 		$23K Buy
+89
New +$23.1K ﹤0.01% 724

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

Tradition Wealth Management's COIN Position: Q2 2026 in Review

Tradition Wealth Management sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,216 shares — an estimated $212K sold.

Tradition Wealth Management first reported a position in COIN in Q2 2021 and held it in 15 quarters. The position peaked at $322K in Q1 2024. 1,118 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Tradition Wealth Management reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 1,216 Coinbase shares in Q2 2026, an estimated $212K.
  • Tradition Wealth Management first reported a position in Coinbase in Q2 2021 and held it in 15 quarters.
  • Tradition Wealth Management's Coinbase position peaked at $322K in Q1 2024.
  • 1,118 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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