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 Q2	$377K	Buy	2,578 +90	+4%	+$16.2K	0.01%	755
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%	563
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 $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 $3.37T AUM 44.26% 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

AIM

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

Western Wealth Management's COIN Position: Q2 2026 in Review

Western Wealth Management increased its Coinbase (COIN) stake by 3.6% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,578 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #755.

Western Wealth Management first reported a position in COIN in Q2 2021 and has held it in 11 quarters since. The position peaked at $719K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Western Wealth Management held 2,578 shares of Coinbase worth $377K as of Q2 2026.
Western Wealth Management bought 90 Coinbase shares in Q2 2026, an estimated $16.2K.
Coinbase made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #755 holding.
Western Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 11 quarters since.
Western Wealth Management's Coinbase position peaked at $719K in Q3 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.