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
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 $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

Visionary Wealth Advisors's COIN Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Coinbase (COIN) stake by 29% in Q1 2026, buying an estimated $75.4K and bringing the position to 1,724 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #523.

Visionary Wealth Advisors first reported a position in COIN in Q4 2021 and has held it in 11 quarters since. The position peaked at $769K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Visionary Wealth Advisors held 1,724 shares of Coinbase worth $301K as of Q1 2026.
  • Visionary Wealth Advisors bought 383 Coinbase shares in Q1 2026, an estimated $75.4K.
  • Coinbase made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #523 holding.
  • Visionary Wealth Advisors first reported a position in Coinbase in Q4 2021 and has held it in 11 quarters since.
  • Visionary Wealth Advisors's Coinbase position peaked at $769K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.