TWD
COIN icon

True Wealth Design’s Coinbase COIN Stock Holding History

True Wealth Design’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 		$2.49K Buy
17
+3
+21% +$542 ﹤0.01% 1600
2026
Q1 		$2.44K Hold
14
– – ﹤0.01% 1460
2025
Q4 		$3.17K Sell
14
-1
-7% -$298 ﹤0.01% 1273
2025
Q3 		$5.06K Buy
15
+2
+15% +$678 ﹤0.01% 1076
2025
Q2 		$4.56K Buy
13
+10
+333% +$2.34K ﹤0.01% 844
2025
Q1 		$517 Buy
+3
New +$726 ﹤0.01% 1530
2023
Q2 		– Sell
-25
Closed -$1.69K – 807
2023
Q1 		$1.69K Hold
25
– – ﹤0.01% 345
2022
Q4 		$885 Buy
+25
New +$1.32K ﹤0.01% 353

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

True Wealth Design's COIN Position: Q2 2026 in Review

True Wealth Design increased its Coinbase (COIN) stake by 21% in Q2 2026, buying an estimated $542 and bringing the position to 17 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

True Wealth Design first reported a position in COIN in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.06K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • True Wealth Design held 17 shares of Coinbase worth $2.49K as of Q2 2026.
  • True Wealth Design bought 3 Coinbase shares in Q2 2026, an estimated $542.
  • Coinbase made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1600 holding.
  • True Wealth Design first reported a position in Coinbase in Q4 2022 and has held it in 8 quarters since.
  • True Wealth Design's Coinbase position peaked at $5.06K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.