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Wealthcare Advisory Partners’s Coinbase COIN Stock Holding History

Wealthcare Advisory Partners’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 		$494K Buy
3,381
+69
+2% +$12.5K 0.01% 712
2026
Q1 		$578K Buy
3,312
+94
+3% +$18.5K 0.01% 657
2025
Q4 		$728K Sell
3,218
-801
-20% -$239K 0.01% 590
2025
Q3 		$1.36M Buy
4,019
+1,176
+41% +$399K 0.03% 424
2025
Q2 		$996K Sell
2,843
-512
-15% -$120K 0.02% 484
2025
Q1 		$578K Buy
3,355
+1,561
+87% +$378K 0.02% 559
2024
Q4 		$445K Buy
1,794
+135
+8% +$34.3K 0.01% 600
2024
Q3 		$296K Buy
1,659
+279
+20% +$55.9K 0.01% 726
2024
Q2 		$307K Buy
1,380
+131
+10% +$30.1K 0.01% 671
2024
Q1 		$331K Sell
1,249
-10
-0.8% -$1.8K 0.01% 637
2023
Q4 		$219K Buy
+1,259
New +$137K 0.01% 697
2022
Q1 		– Sell
-1,126
Closed -$284K – 547
2021
Q4 		$284K Sell
1,126
-891
-44% -$259K 0.02% 456
2021
Q3 		$459K Buy
2,017
+575
+40% +$142K 0.03% 332
2021
Q2 		$365K Buy
+1,442
New +$374K 0.02% 374

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

Wealthcare Advisory Partners's COIN Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Coinbase (COIN) stake by 2.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,381 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #712.

Wealthcare Advisory Partners first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.36M in Q3 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wealthcare Advisory Partners held 3,381 shares of Coinbase worth $494K as of Q2 2026.
  • Wealthcare Advisory Partners bought 69 Coinbase shares in Q2 2026, an estimated $12.5K.
  • Coinbase made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #712 holding.
  • Wealthcare Advisory Partners first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • Wealthcare Advisory Partners's Coinbase position peaked at $1.36M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.