Turtle Creek Wealth Advisors’s Coinbase COIN Stock Holding History

Turtle Creek Wealth Advisors’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	-1,364	Closed	-$238K	–	524
2026 Q1	$238K	Buy	+1,364	New	+$268K	0.02%	366
2024 Q1	–	Sell	-37	Closed	-$6.43K	–	323
2023 Q4	$6.43K	Buy	+37	New	+$4.04K	﹤0.01%	607

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Turtle Creek Wealth Advisors's COIN Position: Q2 2026 in Review

Turtle Creek Wealth Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,364 shares — an estimated $238K sold.

Turtle Creek Wealth Advisors first reported a position in COIN in Q4 2023 and held it in 2 quarters. The position peaked at $238K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Turtle Creek Wealth Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 1,364 Coinbase shares in Q2 2026, an estimated $238K.
Turtle Creek Wealth Advisors first reported a position in Coinbase in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's Coinbase position peaked at $238K in Q1 2026.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.