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Wellington Shields Capital Management’s Coinbase COIN Stock Holding History

Wellington Shields Capital 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
Q2 		$968K Sell
6,622
-250
-4% -$45.1K 0.12% 118
2026
Q1 		$1.2M Buy
6,872
+2,669
+64% +$525K 0.18% 95
2025
Q4 		$950K Sell
4,203
-665
-14% -$198K 0.14% 113
2025
Q3 		$1.64M Buy
4,868
+1,128
+30% +$382K 0.25% 86
2025
Q2 		$1.31M Buy
+3,740
New +$874K 0.22% 93

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Wellington Shields Capital Management's COIN Position: Q2 2026 in Review

Wellington Shields Capital Management reduced its Coinbase (COIN) stake by 3.6% in Q2 2026, selling an estimated $45.1K and leaving 6,622 shares worth $968K. The position accounts for 0.12% of the portfolio, ranked #118.

Wellington Shields Capital Management first reported a position in COIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wellington Shields Capital Management held 6,622 shares of Coinbase worth $968K as of Q2 2026.
  • Wellington Shields Capital Management sold 250 Coinbase shares in Q2 2026, an estimated $45.1K.
  • Coinbase made up 0.12% of Wellington Shields Capital Management's portfolio in Q2 2026, its #118 holding.
  • Wellington Shields Capital Management first reported a position in Coinbase in Q2 2025 and has held it in 5 quarters since.
  • Wellington Shields Capital Management's Coinbase position peaked at $1.64M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.