Advisor OS’s Coinbase COIN Stock Holding History

Advisor OS’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
2025 Q4	–	Sell	-649	Closed	-$219K	–	502
2025 Q3	$219K	Sell	649 -10	-2%	-$3.39K	0.02%	434
2025 Q2	$231K	Buy	+659	New	+$154K	0.02%	403
2022 Q1	–	Sell	-1,335	Closed	-$337K	–	204
2021 Q4	$337K	Buy	+1,335	New	+$388K	0.07%	202

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor OS's COIN Position: Q4 2025 in Review

Advisor OS sold out of Coinbase (COIN) in Q4 2025, closing a stake of 649 shares — an estimated $219K sold.

Advisor OS first reported a position in COIN in Q4 2021 and held it in 3 quarters. The position peaked at $337K in Q4 2021. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Advisor OS reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Advisor OS sold 649 Coinbase shares in Q4 2025, an estimated $219K.
Advisor OS first reported a position in Coinbase in Q4 2021 and held it in 3 quarters.
Advisor OS's Coinbase position peaked at $337K in Q4 2021.
1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Advisor OS's 13F filing for Q4 2025, filed 4 Feb 2026.