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Whalen Wealth Management’s Coinbase COIN Stock Holding History

Whalen 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
2025
Q4 		– Sell
-1,157
Closed -$390K – 199
2025
Q3 		$390K Buy
+1,157
New +$392K 0.23% 109
2024
Q1 		– Sell
-1,820
Closed -$317K – 127
2023
Q4 		$317K Buy
+1,820
New +$199K 0.29% 85

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's COIN Position: Q4 2025 in Review

Whalen Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,157 shares — an estimated $390K sold.

Whalen Wealth Management first reported a position in COIN in Q4 2023 and held it in 2 quarters. The position peaked at $390K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Whalen Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,157 Coinbase shares in Q4 2025, an estimated $390K.
  • Whalen Wealth Management first reported a position in Coinbase in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Coinbase position peaked at $390K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.