Wealthfront Advisers
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Wealthfront Advisers’s Coinbase COIN Stock Holding History

Wealthfront Advisers’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 		$8.42M Sell
57,618
-5,778
-9% -$1.04M 0.02% 336
2026
Q1 		$11.1M Sell
63,396
-2,609
-4% -$514K 0.02% 248
2025
Q4 		$14.9M Sell
66,005
-3,019
-4% -$900K 0.03% 175
2025
Q3 		$23.3M Buy
69,024
+2,353
+4% +$798K 0.05% 110
2025
Q2 		$23.4M Sell
66,671
-969
-1% -$227K 0.06% 101
2025
Q1 		$11.6M Sell
67,640
-196
-0.3% -$47.5K 0.03% 175
2024
Q4 		$16.8M Buy
67,836
+147
+0.2% +$37.3K 0.05% 115
2024
Q3 		$12.1M Buy
67,689
+219
+0.3% +$43.9K 0.04% 141
2024
Q2 		$15M Sell
67,470
-568
-0.8% -$131K 0.05% 109
2024
Q1 		$18M Buy
68,038
+6,041
+10% +$1.09M 0.06% 89
2023
Q4 		$10.8M Buy
61,997
+46,242
+294% +$5.05M 0.04% 127
2023
Q3 		$1.18M Buy
15,755
+4,012
+34% +$338K 0.01% 523
2023
Q2 		$840K Sell
11,743
-1,831
-13% -$109K ﹤0.01% 588
2023
Q1 		$917K Buy
+13,574
New +$813K ﹤0.01% 548
2022
Q4 		– Sell
-3,794
Closed -$245K – 783
2022
Q3 		$245K Buy
+3,794
New +$265K ﹤0.01% 723
2022
Q2 		– Sell
-1,408
Closed -$268K – 775
2022
Q1 		$268K Buy
1,408
+408
+41% +$79.7K ﹤0.01% 722
2021
Q4 		$253K Buy
+1,000
New +$291K ﹤0.01% 715

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealthfront Advisers's COIN Position: Q2 2026 in Review

Wealthfront Advisers reduced its Coinbase (COIN) stake by 9.1% in Q2 2026, selling an estimated $1.04M and leaving 57,618 shares worth $8.42M. The position accounts for 0.02% of the portfolio, ranked #336.

Wealthfront Advisers first reported a position in COIN in Q4 2021 and has held it in 17 quarters since. The position peaked at $23.4M in Q2 2025. 772 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wealthfront Advisers held 57,618 shares of Coinbase worth $8.42M as of Q2 2026.
  • Wealthfront Advisers sold 5,778 Coinbase shares in Q2 2026, an estimated $1.04M.
  • Coinbase made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #336 holding.
  • Wealthfront Advisers first reported a position in Coinbase in Q4 2021 and has held it in 17 quarters since.
  • Wealthfront Advisers's Coinbase position peaked at $23.4M in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.