Wealthspire Advisors (New York)’s Coinbase COIN Stock Holding History

Wealthspire Advisors (New York)’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	$346K	Sell	1,980 -858	-30%	-$169K	﹤0.01%	685
2025 Q4	$642K	Buy	2,838 +1,346	+90%	+$401K	0.01%	539
2025 Q3	$503K	Buy	1,492 +435	+41%	+$147K	﹤0.01%	535
2025 Q2	$370K	Buy	+1,057	New	+$247K	﹤0.01%	611
2025 Q1	–	Sell	-1,129	Closed	-$280K	–	799
2024 Q4	$280K	Sell	1,129 -170	-13%	-$43.2K	﹤0.01%	658
2024 Q3	$231K	Buy	1,299 +232	+22%	+$46.5K	﹤0.01%	679
2024 Q2	$237K	Sell	1,067 -5,193	-83%	-$1.19M	﹤0.01%	586
2024 Q1	$1.66M	Sell	6,260 -146	-2%	-$26.3K	0.02%	233
2023 Q4	$1.11M	Sell	6,406 -249	-4%	-$27.2K	0.02%	293
2023 Q3	$500K	Sell	6,655 -350	-5%	-$29.5K	0.01%	392
2023 Q2	$501K	Buy	+7,005	New	+$418K	0.01%	366
2022 Q1	–	Sell	-5,888	Closed	-$1.49M	–	458
2021 Q4	$1.49M	Buy	+5,888	New	+$1.71M	0.03%	176

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s COIN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Coinbase (COIN) stake by 30% in Q1 2026, selling an estimated $169K and leaving 1,980 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Wealthspire Advisors (New York) first reported a position in COIN in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.66M in Q1 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Wealthspire Advisors (New York) held 1,980 shares of Coinbase worth $346K as of Q1 2026.
Wealthspire Advisors (New York) sold 858 Coinbase shares in Q1 2026, an estimated $169K.
Coinbase made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #685 holding.
Wealthspire Advisors (New York) first reported a position in Coinbase in Q4 2021 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Coinbase position peaked at $1.66M in Q1 2024.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.