WIM
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WealthPlan Investment Management’s Coinbase COIN Stock Holding History

WealthPlan Investment Management’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 		– Sell
-3,910
Closed -$884K – 462
2025
Q4 		$884K Sell
3,910
-653
-14% -$195K 0.06% 207
2025
Q3 		$1.54M Buy
+4,563
New +$1.55M 0.1% 147
2023
Q3 		– Sell
-18
Closed -$1.29K – 194
2023
Q2 		$1.29K Sell
18
-80
-82% -$4.77K ﹤0.01% 332
2023
Q1 		$6.62K Buy
+98
New +$5.87K ﹤0.01% 352
2022
Q1 		$362K Buy
+3,208
New +$627K 0.03% 292

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPlan Investment Management's COIN Position: Q1 2026 in Review

WealthPlan Investment Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 3,910 shares — an estimated $884K sold.

WealthPlan Investment Management first reported a position in COIN in Q1 2022 and held it in 5 quarters. The position peaked at $1.54M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • WealthPlan Investment Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,910 Coinbase shares in Q1 2026, an estimated $884K.
  • WealthPlan Investment Management first reported a position in Coinbase in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's Coinbase position peaked at $1.54M in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.