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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
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
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

Turtle Creek Wealth Advisors's COIN Position: Q1 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Coinbase (COIN) in Q1 2026: 1,364 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in COIN as recently as Q4 2023.

Turtle Creek Wealth Advisors first reported a position in COIN in Q4 2023 and has held it in 2 quarters since. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Turtle Creek Wealth Advisors held 1,364 shares of Coinbase worth $238K as of Q1 2026.
  • Coinbase was a new Turtle Creek Wealth Advisors position in Q1 2026.
  • Coinbase made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #366 holding.
  • Turtle Creek Wealth Advisors first reported a position in Coinbase in Q4 2023 and has held it in 2 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.