Tyler-Stone Wealth Management’s Coinbase COIN Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$350K	Buy	+1,000	New	+$234K	0.06%	240
2025 Q1	–	Sell	-830	Closed	-$206K	–	324
2024 Q4	$206K	Buy	+830	New	+$211K	0.04%	308
2024 Q3	–	Sell	-465	Closed	-$103K	–	432
2024 Q2	$103K	Hold	465	–	–	0.04%	280
2024 Q1	$123K	Buy	465 +185	+66%	+$33.3K	0.05%	247
2023 Q4	$48.7K	Hold	280	–	–	0.02%	358
2023 Q3	$21K	Sell	280 -150	-35%	-$12.6K	0.01%	471
2023 Q2	$31K	Buy	+430	New	+$25.6K	0.02%	410
2022 Q4	$14K	Sell	403 -9	-2%	-$474	0.01%	496
2022 Q3	$27K	Buy	412 +50	+14%	+$3.49K	0.02%	383
2022 Q2	$17K	Buy	+362	New	+$34.5K	0.01%	473
2022 Q1	–	Sell	-262	Closed	-$66K	–	851
2021 Q4	$66K	Buy	+262	New	+$76.2K	0.03%	322

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Tyler-Stone Wealth Management's COIN Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in Coinbase (COIN) in Q2 2025: 1,000 shares worth $350K. The stake represents 0.06% of the portfolio and ranks #240 among its holdings. This is a return to the name: Tyler-Stone Wealth Management previously reported a position in COIN as recently as Q4 2024.

Tyler-Stone Wealth Management first reported a position in COIN in Q4 2021 and has held it in 11 quarters since. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Tyler-Stone Wealth Management held 1,000 shares of Coinbase worth $350K as of Q2 2025.
Coinbase was a new Tyler-Stone Wealth Management position in Q2 2025.
Coinbase made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #240 holding.
Tyler-Stone Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 11 quarters since.
1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.