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Wealth Preservation Advisors’s Coinbase COIN Stock Holding History

Wealth Preservation 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 		– Sell
-39
Closed -$6.81K – 257
2026
Q1 		$6.81K Hold
39
– – 0.01% 457
2025
Q4 		$8.82K Buy
39
+9
+30% +$2.68K ﹤0.01% 310
2025
Q3 		$10.1K Hold
30
– – 0.01% 294
2025
Q2 		$10.5K Hold
30
– – 0.01% 288
2025
Q1 		$5.17K Buy
+30
New +$7.26K ﹤0.01% 375

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

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

Wealth Preservation Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 39 shares — an estimated $6.81K sold.

Wealth Preservation Advisors first reported a position in COIN in Q1 2025 and held it in 5 quarters. The position peaked at $10.5K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 39 Coinbase shares in Q2 2026, an estimated $6.81K.
  • Wealth Preservation Advisors first reported a position in Coinbase in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Coinbase position peaked at $10.5K in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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