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Windle Wealth’s Coinbase COIN Stock Holding History

Windle Wealth’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 		$1.77M Buy
12,125
+5
+0% +$903 0.71% 27
2026
Q1 		$2.12M Buy
12,120
+2,551
+27% +$502K 0.89% 26
2025
Q4 		$2.16M Sell
9,569
-1
-0% -$298 0.97% 26
2025
Q3 		$3.23M Buy
9,570
+2
+0% +$678 1.45% 25
2025
Q2 		$3.35M Buy
9,568
+1,300
+16% +$304K 1.64% 25
2025
Q1 		$1.42M Buy
8,268
+400
+5% +$96.8K 0.73% 27
2024
Q4 		$1.95M Buy
7,868
+996
+14% +$253K 1.08% 25
2024
Q3 		$1.22M Buy
6,872
+158
+2% +$31.6K 0.67% 26
2024
Q2 		$1.49M Buy
6,714
+748
+13% +$172K 0.91% 25
2024
Q1 		$1.58M Buy
5,966
+701
+13% +$126K 1.01% 25
2023
Q4 		$916K Buy
5,265
+29
+0.6% +$3.17K 0.64% 26
2023
Q3 		$393K Buy
5,236
+126
+2% +$10.6K 0.29% 28
2023
Q2 		$366K Hold
5,110
– – 0.26% 29
2023
Q1 		$345K Buy
+5,110
New +$306K 0.26% 29

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

Windle Wealth's COIN Position: Q2 2026 in Review

Windle Wealth increased its Coinbase (COIN) stake by 0.04% in Q2 2026, buying an estimated $903 and bringing the position to 12,125 shares worth $1.77M. The position accounts for 0.71% of the portfolio, ranked #27.

Windle Wealth first reported a position in COIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.35M in Q2 2025. 1,118 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Windle Wealth held 12,125 shares of Coinbase worth $1.77M as of Q2 2026.
  • Windle Wealth bought 5 Coinbase shares in Q2 2026, an estimated $903.
  • Coinbase made up 0.71% of Windle Wealth's portfolio in Q2 2026, its #27 holding.
  • Windle Wealth first reported a position in Coinbase in Q1 2023 and has held it in 14 quarters since.
  • Windle Wealth's Coinbase position peaked at $3.35M in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.