Addison Advisors’s Coinbase COIN Stock Holding History

Addison 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 Q1	$34.9K	Hold	200	–	–	0.01%	482
2025 Q4	$45.2K	Hold	200	–	–	0.01%	432
2025 Q3	$67.5K	Hold	200	–	–	0.02%	368
2025 Q2	$70.1K	Hold	200	–	–	0.02%	360
2025 Q1	$34.4K	Hold	200	–	–	0.01%	422
2024 Q4	$49.7K	Hold	200	–	–	0.01%	388
2024 Q3	$35.6K	Hold	200	–	–	0.01%	435
2024 Q2	$44.4K	Hold	200	–	–	0.01%	393
2024 Q1	$53K	Sell	200 -200	-50%	-$36K	0.02%	359
2023 Q4	$69.6K	Hold	400	–	–	0.03%	311
2023 Q3	$30K	Hold	400	–	–	0.01%	379
2023 Q2	$28.6K	Hold	400	–	–	0.01%	376
2023 Q1	$27K	Hold	400	–	–	0.02%	361
2022 Q4	$14.2K	Buy	400 +100	+33%	+$5.27K	0.01%	409
2022 Q3	$19K	Buy	300 +150	+100%	+$10.5K	0.01%	358
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	469
2022 Q1	$28K	Hold	150	–	–	0.02%	360
2021 Q4	$38K	Hold	150	–	–	0.02%	270
2021 Q3	$34K	Hold	150	–	–	0.03%	214
2021 Q2	$38K	Buy	+150	New	+$38.9K	0.03%	204

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Addison Advisors's COIN Position: Q1 2026 in Review

Addison Advisors held its Coinbase (COIN) position steady in Q1 2026 at 200 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #482.

Addison Advisors first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $70.1K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Addison Advisors held 200 shares of Coinbase worth $34.9K as of Q1 2026.
Addison Advisors left its Coinbase share count unchanged in Q1 2026.
Coinbase made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #482 holding.
Addison Advisors first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
Addison Advisors's Coinbase position peaked at $70.1K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.