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Valley Wealth Managers’s Coinbase COIN Stock Holding History

Valley Wealth Managers’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 		– Sell
-300
Closed -$51.7K – 320
2025
Q1 		$51.7K Hold
300
– – ﹤0.01% 206
2024
Q4 		$74.5K Hold
300
– – 0.01% 198
2024
Q3 		$53.5K Hold
300
– – ﹤0.01% 215
2024
Q2 		$66.7K Buy
+300
New +$69K 0.01% 209

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Valley Wealth Managers's COIN Position: Q2 2025 in Review

Valley Wealth Managers sold out of Coinbase (COIN) in Q2 2025, closing a stake of 300 shares — an estimated $51.7K sold.

Valley Wealth Managers first reported a position in COIN in Q2 2024 and held it in 4 quarters. The position peaked at $74.5K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Valley Wealth Managers reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 300 Coinbase shares in Q2 2025, an estimated $51.7K.
  • Valley Wealth Managers first reported a position in Coinbase in Q2 2024 and held it in 4 quarters.
  • Valley Wealth Managers's Coinbase position peaked at $74.5K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.