WWA
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WCG Wealth Advisors’s Coinbase COIN Stock Holding History

WCG 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 		$1.63M Sell
11,129
-4,204
-27% -$759K 0.04% 332
2026
Q1 		$2.68M Buy
15,333
+2,055
+15% +$404K 0.07% 234
2025
Q4 		$3M Buy
+13,278
New +$3.96M 0.08% 212
2025
Q3 		– Sell
-11,787
Closed -$4.13M – 340
2025
Q2 		$4.13M Sell
11,787
-4
-0% -$935 0.27% 96
2025
Q1 		$2.03M Sell
11,791
-146
-1% -$35.4K 0.15% 140
2024
Q4 		$2.96M Sell
11,937
-1,529
-11% -$388K 0.2% 114
2024
Q3 		$2.4M Buy
13,466
+2,547
+23% +$510K 0.16% 140
2024
Q2 		$2.43M Sell
10,919
-280
-3% -$64.4K 0.18% 118
2024
Q1 		$2.97M Buy
+11,199
New +$2.02M 0.25% 91

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors reduced its Coinbase (COIN) stake by 27% in Q2 2026, selling an estimated $759K and leaving 11,129 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #332.

WCG Wealth Advisors first reported a position in COIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.13M in Q2 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • WCG Wealth Advisors held 11,129 shares of Coinbase worth $1.63M as of Q2 2026.
  • WCG Wealth Advisors sold 4,204 Coinbase shares in Q2 2026, an estimated $759K.
  • Coinbase made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #332 holding.
  • WCG Wealth Advisors first reported a position in Coinbase in Q1 2024 and has held it in 9 quarters since.
  • WCG Wealth Advisors's Coinbase position peaked at $4.13M in Q2 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.