Western Wealth Management’s Coinbase COIN Stock Holding History

Western Wealth 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	$434K	Buy	2,488 +187	+8%	+$36.8K	0.02%	680
2025 Q4	$520K	Buy	2,301 +170	+8%	+$50.7K	0.02%	508
2025 Q3	$719K	Buy	2,131 +462	+28%	+$157K	0.04%	371
2025 Q2	$585K	Buy	1,669 +95	+6%	+$22.2K	0.03%	381
2025 Q1	$271K	Buy	1,574 +184	+13%	+$44.6K	0.02%	558
2024 Q4	$345K	Buy	+1,390	New	+$353K	0.02%	480
2024 Q3	–	Sell	-1,090	Closed	-$242K	–	751
2024 Q2	$242K	Sell	1,090 -5	-0.5%	-$1.15K	0.02%	564
2024 Q1	$290K	Buy	+1,095	New	+$197K	0.02%	518
2022 Q1	–	Sell	-2,362	Closed	-$603K	–	827
2021 Q4	$603K	Buy	+2,362	New	+$687K	0.06%	291
2021 Q2	$529K	Buy	+2,067	New	+$537K	0.05%	344

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

Western Wealth Management's COIN Position: Q1 2026 in Review

Western Wealth Management increased its Coinbase (COIN) stake by 8.1% in Q1 2026, buying an estimated $36.8K and bringing the position to 2,488 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #680.

Western Wealth Management first reported a position in COIN in Q2 2021 and has held it in 10 quarters since. The position peaked at $719K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Western Wealth Management held 2,488 shares of Coinbase worth $434K as of Q1 2026.
Western Wealth Management bought 187 Coinbase shares in Q1 2026, an estimated $36.8K.
Coinbase made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #680 holding.
Western Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 10 quarters since.
Western Wealth Management's Coinbase position peaked at $719K in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.