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COIN icon

Wilmar Advisors’s Coinbase COIN Stock Holding History

Wilmar 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 		$439K Hold
3,000
– – 0.32% 22
2026
Q1 		$524K Hold
3,000
– – 0.45% 19
2025
Q4 		$678K Hold
3,000
– – 0.53% 19
2025
Q3 		$1.01M Buy
3,000
+500
+20% +$170K 0.83% 16
2025
Q2 		$876K Hold
2,500
– – 0.83% 16
2025
Q1 		$431K Hold
2,500
– – 0.45% 16
2024
Q4 		$621K Buy
+2,500
New +$635K 0.57% 16

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Wilmar Advisors's COIN Position: Q2 2026 in Review

Wilmar Advisors held its Coinbase (COIN) position steady in Q2 2026 at 3,000 shares worth $439K. The position accounts for 0.32% of the portfolio, ranked #22.

Wilmar Advisors first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wilmar Advisors held 3,000 shares of Coinbase worth $439K as of Q2 2026.
  • Wilmar Advisors left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.32% of Wilmar Advisors's portfolio in Q2 2026, its #22 holding.
  • Wilmar Advisors first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
  • Wilmar Advisors's Coinbase position peaked at $1.01M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wilmar Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.