VWA
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Visionary Wealth Advisors’s Coinbase COIN Stock Holding History

Visionary 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 		$262K Buy
1,792
+68
+4% +$12.3K 0.01% 584
2026
Q1 		$301K Buy
1,724
+383
+29% +$75.4K 0.01% 523
2025
Q4 		$303K Sell
1,341
-937
-41% -$279K 0.01% 492
2025
Q3 		$769K Buy
2,278
+996
+78% +$338K 0.04% 318
2025
Q2 		$449K Sell
1,282
-42
-3% -$9.82K 0.02% 379
2025
Q1 		$228K Sell
1,324
-79
-6% -$19.1K 0.01% 498
2024
Q4 		$348K Buy
1,403
+67
+5% +$17K 0.02% 412
2024
Q3 		$238K Sell
1,336
-55
-4% -$11K 0.01% 486
2024
Q2 		$309K Buy
1,391
+13
+0.9% +$2.99K 0.02% 406
2024
Q1 		$365K Buy
+1,378
New +$248K 0.02% 380
2022
Q2 		– Sell
-1,193
Closed -$227K – 442
2022
Q1 		$227K Sell
1,193
-30
-2% -$5.86K 0.02% 381
2021
Q4 		$309K Buy
+1,223
New +$356K 0.03% 290

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Visionary Wealth Advisors's COIN Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Coinbase (COIN) stake by 3.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,792 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #584.

Visionary Wealth Advisors first reported a position in COIN in Q4 2021 and has held it in 12 quarters since. The position peaked at $769K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Visionary Wealth Advisors held 1,792 shares of Coinbase worth $262K as of Q2 2026.
  • Visionary Wealth Advisors bought 68 Coinbase shares in Q2 2026, an estimated $12.3K.
  • Coinbase made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #584 holding.
  • Visionary Wealth Advisors first reported a position in Coinbase in Q4 2021 and has held it in 12 quarters since.
  • Visionary Wealth Advisors's Coinbase position peaked at $769K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.