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Westwood Holdings Group’s Coinbase COIN Stock Holding History

Westwood Holdings Group’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 		$687K Sell
3,933
-13
-0.3% -$2.56K 0.01% 369
2025
Q4 		$892K Sell
3,946
-62
-2% -$18.5K 0.01% 391
2025
Q3 		$1.35M Buy
4,008
+51
+1% +$17.3K 0.01% 363
2025
Q2 		$1.39M Buy
3,957
+461
+13% +$108K 0.01% 361
2025
Q1 		$602K Buy
+3,496
New +$846K ﹤0.01% 382

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

Westwood Holdings Group's COIN Position: Q1 2026 in Review

Westwood Holdings Group reduced its Coinbase (COIN) stake by 0.33% in Q1 2026, selling an estimated $2.56K and leaving 3,933 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #369.

Westwood Holdings Group first reported a position in COIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Westwood Holdings Group held 3,933 shares of Coinbase worth $687K as of Q1 2026.
  • Westwood Holdings Group sold 13 Coinbase shares in Q1 2026, an estimated $2.56K.
  • Coinbase made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #369 holding.
  • Westwood Holdings Group first reported a position in Coinbase in Q1 2025 and has held it in 5 quarters since.
  • Westwood Holdings Group's Coinbase position peaked at $1.39M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.