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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westshore Wealth's COIN Position: Q1 2026 in Review

Westshore Wealth held its Coinbase (COIN) position steady in Q1 2026 at 1,694 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #81.

Westshore Wealth first reported a position in COIN in Q2 2021 and has held it in 18 quarters since. The position peaked at $930K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Westshore Wealth held 1,694 shares of Coinbase worth $296K as of Q1 2026.
  • Westshore Wealth left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.1% of Westshore Wealth's portfolio in Q1 2026, its #81 holding.
  • Westshore Wealth first reported a position in Coinbase in Q2 2021 and has held it in 18 quarters since.
  • Westshore Wealth's Coinbase position peaked at $930K in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.