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 Q2	$446K	Buy	3,052 +1,072	+54%	+$194K	﹤0.01%	844
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Wealthspire Advisors (New York)'s COIN Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Coinbase (COIN) stake by 54% in Q2 2026, buying an estimated $194K and bringing the position to 3,052 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Wealthspire Advisors (New York) first reported a position in COIN in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2024. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Wealthspire Advisors (New York) held 3,052 shares of Coinbase worth $446K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,072 Coinbase shares in Q2 2026, an estimated $194K.
Coinbase made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #844 holding.
Wealthspire Advisors (New York) first reported a position in Coinbase in Q4 2021 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Coinbase position peaked at $1.66M in Q1 2024.
1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.