TWP
COIN icon

Triad Wealth Partners’s Coinbase COIN Stock Holding History

Triad 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 		$797K Buy
5,438
+722
+15% +$130K 0.05% 234
2026
Q1 		$823K Buy
4,716
+2,815
+148% +$554K 0.07% 198
2025
Q4 		$430K Buy
+1,901
New +$566K 0.04% 297
2024
Q3 		– Sell
-6
Closed -$1.33K – 220
2024
Q2 		$1.33K Buy
+6
New +$1.38K ﹤0.01% 835

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

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

Triad Wealth Partners increased its Coinbase (COIN) stake by 15% in Q2 2026, buying an estimated $130K and bringing the position to 5,438 shares worth $797K. The position accounts for 0.05% of the portfolio, ranked #234.

Triad Wealth Partners first reported a position in COIN in Q2 2024 and has held it in 4 quarters since. The position peaked at $823K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Triad Wealth Partners held 5,438 shares of Coinbase worth $797K as of Q2 2026.
  • Triad Wealth Partners bought 722 Coinbase shares in Q2 2026, an estimated $130K.
  • Coinbase made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Triad Wealth Partners first reported a position in Coinbase in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Coinbase position peaked at $823K in Q1 2026.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.