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Westshore Wealth’s Coinbase COIN Stock Holding History

Westshore Wealth’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 		$249K Buy
1,704
+10
+0.6% +$1.8K 0.08% 92
2026
Q1 		$296K Hold
1,694
– – 0.1% 81
2025
Q4 		$383K Hold
1,694
– – 0.13% 61
2025
Q3 		$572K Sell
1,694
-10
-0.6% -$3.39K 0.2% 45
2025
Q2 		$597K Hold
1,704
– – 0.23% 37
2025
Q1 		$293K Hold
1,704
– – 0.12% 71
2024
Q4 		$423K Sell
1,704
-1,682
-50% -$427K 0.17% 47
2024
Q3 		$603K Sell
3,386
-120
-3% -$24K 0.25% 32
2024
Q2 		$779K Hold
3,506
– – 0.32% 25
2024
Q1 		$930K Hold
3,506
– – 0.39% 24
2023
Q4 		$610K Hold
3,506
– – 0.28% 28
2023
Q3 		$263K Hold
3,506
– – 0.15% 62
2023
Q2 		$251K Sell
3,506
-1
-0% -$60 0.13% 89
2023
Q1 		$237K Buy
+3,507
New +$210K 0.12% 91
2022
Q4 		– Sell
-3,501
Closed -$226K – 105
2022
Q3 		$226K Buy
+3,501
New +$244K 0.16% 75
2022
Q2 		– Sell
-3,560
Closed -$676K – 99
2022
Q1 		$676K Buy
3,560
+70
+2% +$13.7K 0.45% 28
2021
Q4 		$881K Sell
3,490
-110
-3% -$32K 0.6% 22
2021
Q3 		$819K Sell
3,600
-46
-1% -$11.3K 0.66% 22
2021
Q2 		$924K Buy
+3,646
New +$947K 0.48% 37

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

Westshore Wealth's COIN Position: Q2 2026 in Review

Westshore Wealth increased its Coinbase (COIN) stake by 0.59% in Q2 2026, buying an estimated $1.8K and bringing the position to 1,704 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #92.

Westshore Wealth first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $930K in Q1 2024. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Westshore Wealth held 1,704 shares of Coinbase worth $249K as of Q2 2026.
  • Westshore Wealth bought 10 Coinbase shares in Q2 2026, an estimated $1.8K.
  • Coinbase made up 0.08% of Westshore Wealth's portfolio in Q2 2026, its #92 holding.
  • Westshore Wealth first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Westshore Wealth's Coinbase position peaked at $930K in Q1 2024.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.