WWA
COIN icon

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
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 $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

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

WCG Wealth Advisors increased its Coinbase (COIN) stake by 15% in Q1 2026, buying an estimated $404K and bringing the position to 15,333 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #234.

WCG Wealth Advisors first reported a position in COIN in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.13M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • WCG Wealth Advisors held 15,333 shares of Coinbase worth $2.68M as of Q1 2026.
  • WCG Wealth Advisors bought 2,055 Coinbase shares in Q1 2026, an estimated $404K.
  • Coinbase made up 0.07% of WCG Wealth Advisors's portfolio in Q1 2026, its #234 holding.
  • WCG Wealth Advisors first reported a position in Coinbase in Q1 2024 and has held it in 8 quarters since.
  • WCG Wealth Advisors's Coinbase position peaked at $4.13M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.