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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
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 $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

Triad Wealth Partners's COIN Position: Q1 2026 in Review

Triad Wealth Partners increased its Coinbase (COIN) stake by 148% in Q1 2026, buying an estimated $554K and bringing the position to 4,716 shares worth $823K. The position accounts for 0.07% of the portfolio, ranked #198.

Triad Wealth Partners first reported a position in COIN in Q2 2024 and has held it in 3 quarters since. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Triad Wealth Partners held 4,716 shares of Coinbase worth $823K as of Q1 2026.
  • Triad Wealth Partners bought 2,815 Coinbase shares in Q1 2026, an estimated $554K.
  • Coinbase made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #198 holding.
  • Triad Wealth Partners first reported a position in Coinbase in Q2 2024 and has held it in 3 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.