U.S. Capital Wealth Advisors’s Coinbase COIN Stock Holding History

U.S. Capital 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	$2.03M	Buy	11,617 +7,563	+187%	+$1.49M	0.05%	354
2025 Q4	$917K	Buy	4,054 +118	+3%	+$35.2K	0.02%	516
2025 Q3	$1.33M	Buy	3,936 +189	+5%	+$64.1K	0.04%	413
2025 Q2	$1.31M	Buy	3,747 +971	+35%	+$227K	0.04%	376
2025 Q1	$478K	Buy	2,776 +39	+1%	+$9.44K	0.01%	598
2024 Q4	$680K	Buy	+2,737	New	+$695K	0.02%	499
2023 Q1	–	Sell	-227	Closed	-$8.03K	–	810
2022 Q4	$8.03K	Buy	+227	New	+$12K	﹤0.01%	1299
2022 Q2	–	Sell	-3,182	Closed	-$604K	–	680
2022 Q1	$604K	Buy	3,182 +751	+31%	+$147K	0.02%	474
2021 Q4	$614K	Sell	2,431 -1,349	-36%	-$392K	0.02%	481
2021 Q3	$860K	Buy	+3,780	New	+$930K	0.04%	413

Other funds holding COIN

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 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

U.S. Capital Wealth Advisors's COIN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Coinbase (COIN) stake by 187% in Q1 2026, buying an estimated $1.49M and bringing the position to 11,617 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #354.

U.S. Capital Wealth Advisors first reported a position in COIN in Q3 2021 and has held it in 10 quarters since. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

U.S. Capital Wealth Advisors held 11,617 shares of Coinbase worth $2.03M as of Q1 2026.
U.S. Capital Wealth Advisors bought 7,563 Coinbase shares in Q1 2026, an estimated $1.49M.
Coinbase made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #354 holding.
U.S. Capital Wealth Advisors first reported a position in Coinbase in Q3 2021 and has held it in 10 quarters since.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.