Wealth Enhancement Advisory Services
COIN icon

Wealth Enhancement Advisory Services’s Coinbase COIN Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.08M Sell
13,061
-611
-4% -$110K ﹤0.01% 1546
2026
Q1 		$2.34M Sell
13,672
-1,083
-7% -$213K ﹤0.01% 1300
2025
Q4 		$3.7M Sell
14,755
-1,480
-9% -$441K 0.01% 1176
2025
Q3 		$6.1M Buy
16,235
+3,218
+25% +$1.09M 0.01% 854
2025
Q2 		$4.63M Buy
13,017
+165
+1% +$38.6K 0.01% 933
2025
Q1 		$2.21M Buy
12,852
+1,195
+10% +$289K ﹤0.01% 1194
2024
Q4 		$2.89M Buy
11,657
+1,286
+12% +$326K 0.01% 1010
2024
Q3 		$1.85M Buy
10,371
+1,048
+11% +$210K ﹤0.01% 1091
2024
Q2 		$2.07M Buy
9,323
+611
+7% +$141K ﹤0.01% 970
2024
Q1 		$2.31M Sell
8,712
-592
-6% -$107K 0.01% 896
2023
Q4 		$1.62M Sell
9,304
-568
-6% -$62K ﹤0.01% 977
2023
Q3 		$741K Buy
+9,872
New +$832K ﹤0.01% 1222

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's COIN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Coinbase (COIN) stake by 4.5% in Q2 2026, selling an estimated $110K and leaving 13,061 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Wealth Enhancement Advisory Services first reported a position in COIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.1M in Q3 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,061 shares of Coinbase worth $2.08M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 611 Coinbase shares in Q2 2026, an estimated $110K.
  • Coinbase made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1546 holding.
  • Wealth Enhancement Advisory Services first reported a position in Coinbase in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Coinbase position peaked at $6.1M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.