WKWM
COIN icon

Walter & Keenan Wealth Management’s Coinbase COIN Stock Holding History

Walter & Keenan 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
2026
Q2 		$761K Sell
5,205
-51
-1% -$9.21K 0.19% 89
2026
Q1 		$918K Buy
5,256
+63
+1% +$12.4K 0.26% 73
2025
Q4 		$1.17M Sell
5,193
-6,134
-54% -$1.83M 0.31% 62
2025
Q3 		$3.82M Sell
11,327
-1,368
-11% -$464K 1.06% 28
2025
Q2 		$4.45M Sell
12,695
-13
-0.1% -$3.04K 1.29% 23
2025
Q1 		$2.19M Buy
12,708
+26
+0.2% +$6.29K 0.66% 44
2024
Q4 		$3.15M Sell
12,682
-1,393
-10% -$354K 0.95% 28
2024
Q3 		$2.51M Buy
14,075
+1
+0% +$200 0.76% 41
2024
Q2 		$3.13M Hold
14,074
– – 1% 28
2024
Q1 		$3.73M Sell
14,074
-2,052
-13% -$369K 1.22% 24
2023
Q4 		$2.8M Buy
16,126
+235
+1% +$25.7K 1% 31
2023
Q3 		$1.19M Buy
15,891
+1,043
+7% +$87.9K 0.47% 57
2023
Q2 		$1.06M Hold
14,848
– – 0.39% 68
2023
Q1 		$1M Buy
14,848
+34
+0.2% +$2.04K 0.38% 71
2022
Q4 		$524K Sell
14,814
-31
-0.2% -$1.63K 0.21% 91
2022
Q3 		$957K Sell
14,845
-201
-1% -$14K 0.41% 66
2022
Q2 		$707K Sell
15,046
-55
-0.4% -$5.24K 0.28% 75
2022
Q1 		$2.87M Hold
15,101
– – 0.97% 33
2021
Q4 		$3.81M Buy
+15,101
New +$4.39M 1.24% 26

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

Walter & Keenan Wealth Management's COIN Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its Coinbase (COIN) stake by 0.97% in Q2 2026, selling an estimated $9.21K and leaving 5,205 shares worth $761K. The position accounts for 0.19% of the portfolio, ranked #89.

Walter & Keenan Wealth Management first reported a position in COIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.45M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Walter & Keenan Wealth Management held 5,205 shares of Coinbase worth $761K as of Q2 2026.
  • Walter & Keenan Wealth Management sold 51 Coinbase shares in Q2 2026, an estimated $9.21K.
  • Coinbase made up 0.19% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Walter & Keenan Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 19 quarters since.
  • Walter & Keenan Wealth Management's Coinbase position peaked at $4.45M in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.