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Wellington Shields & Co’s Coinbase COIN Stock Holding History

Wellington Shields & Co’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 		$443K Sell
3,033
-55
-2% -$9.93K 0.1% 165
2026
Q1 		$539K Buy
3,088
+43
+1% +$8.46K 0.14% 133
2025
Q4 		$689K Buy
3,045
+798
+36% +$238K 0.17% 114
2025
Q3 		$758K Buy
2,247
+692
+45% +$235K 0.2% 104
2025
Q2 		$545K Buy
+1,555
New +$364K 0.15% 130

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 & Co's COIN Position: Q2 2026 in Review

Wellington Shields & Co reduced its Coinbase (COIN) stake by 1.8% in Q2 2026, selling an estimated $9.93K and leaving 3,033 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #165.

Wellington Shields & Co first reported a position in COIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $758K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wellington Shields & Co held 3,033 shares of Coinbase worth $443K as of Q2 2026.
  • Wellington Shields & Co sold 55 Coinbase shares in Q2 2026, an estimated $9.93K.
  • Coinbase made up 0.1% of Wellington Shields & Co's portfolio in Q2 2026, its #165 holding.
  • Wellington Shields & Co first reported a position in Coinbase in Q2 2025 and has held it in 5 quarters since.
  • Wellington Shields & Co's Coinbase position peaked at $758K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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