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Whitaker-Myers Wealth Managers’s Coinbase COIN Stock Holding History

Whitaker-Myers Wealth Managers’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
-2,588
Closed -$873K – 117
2025
Q3 		$873K Buy
+2,588
New +$878K 0.19% 63
2025
Q1 		– Sell
-1,022
Closed -$254K – 119
2024
Q4 		$254K Buy
+1,022
New +$259K 0.07% 102

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

Whitaker-Myers Wealth Managers's COIN Position: Q4 2025 in Review

Whitaker-Myers Wealth Managers sold out of Coinbase (COIN) in Q4 2025, closing a stake of 2,588 shares — an estimated $873K sold.

Whitaker-Myers Wealth Managers first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $873K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,588 Coinbase shares in Q4 2025, an estimated $873K.
  • Whitaker-Myers Wealth Managers first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's Coinbase position peaked at $873K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2025, filed 22 Jan 2026.