WAG
COIN icon

Wiser Advisor Group’s Coinbase COIN Stock Holding History

Wiser Advisor Group’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 		$23.7K Sell
162
-7
-4% -$1.26K 0.03% 129
2026
Q1 		$29.5K Sell
169
-24
-12% -$4.72K 0.04% 106
2025
Q4 		$43.6K Hold
193
– – 0.05% 101
2025
Q3 		$65.1K Buy
+193
New +$65.4K 0.08% 77
2025
Q2 		– Sell
-264
Closed -$45.5K – 83
2025
Q1 		$45.5K Sell
264
-72
-21% -$17.4K 0.07% 101
2024
Q4 		$83.4K Hold
336
– – 0.12% 75
2024
Q3 		$59.9K Sell
336
-10
-3% -$2K 0.09% 86
2024
Q2 		$76.9K Hold
346
– – 0.12% 76
2024
Q1 		$91.7K Sell
346
-8
-2% -$1.44K 0.14% 66
2023
Q4 		$61.6K Buy
+354
New +$38.7K 0.1% 81

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

Wiser Advisor Group's COIN Position: Q2 2026 in Review

Wiser Advisor Group reduced its Coinbase (COIN) stake by 4.1% in Q2 2026, selling an estimated $1.26K and leaving 162 shares worth $23.7K. The position accounts for 0.03% of the portfolio, ranked #129.

Wiser Advisor Group first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $91.7K in Q1 2024. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wiser Advisor Group held 162 shares of Coinbase worth $23.7K as of Q2 2026.
  • Wiser Advisor Group sold 7 Coinbase shares in Q2 2026, an estimated $1.26K.
  • Coinbase made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #129 holding.
  • Wiser Advisor Group first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Coinbase position peaked at $91.7K in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.