Whipplewood Advisors’s Coinbase COIN Stock Holding History

Whipplewood Advisors’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	–	Sell	-1,000	Closed	-$175K	–	723
2026 Q1	$175K	Buy	+1,000	New	+$197K	0.09%	143
2025 Q1	–	Sell	-1	Closed	-$248	–	1217
2024 Q4	$248	Buy	+1	New	+$254	﹤0.01%	1157

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's COIN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,000 shares — an estimated $175K sold.

Whipplewood Advisors first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $175K in Q1 2026. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Whipplewood Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 1,000 Coinbase shares in Q2 2026, an estimated $175K.
Whipplewood Advisors first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's Coinbase position peaked at $175K in Q1 2026.
1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.