WMS Group’s Coinbase COIN Stock Holding History

WMS 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	$306K	Buy	+2,090	New	+$377K	0.39%	49
2026 Q1	–	Sell	-1,006	Closed	-$227K	–	51
2025 Q4	$227K	Buy	+1,006	New	+$300K	0.29%	52

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 $3.37T AUM 44.26% 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

WMS Group's COIN Position: Q2 2026 in Review

WMS Group opened a new position in Coinbase (COIN) in Q2 2026: 2,090 shares worth $306K. The stake represents 0.39% of the portfolio and ranks #49 among its holdings. This is a return to the name: WMS Group previously reported a position in COIN as recently as Q4 2025.

WMS Group first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

WMS Group held 2,090 shares of Coinbase worth $306K as of Q2 2026.
Coinbase was a new WMS Group position in Q2 2026.
Coinbase made up 0.39% of WMS Group's portfolio in Q2 2026, its #49 holding.
WMS Group first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.