Aletheian Wealth Advisors’s Coinbase COIN Stock Holding History

Aletheian Wealth 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 Q2	$408K	Sell	2,794 -2,900	-51%	-$524K	0.17%	72
2026 Q1	$994K	Buy	+5,694	New	+$1.12M	0.48%	40
2025 Q3	$2.69M	Sell	7,978 -27	-0.3%	-$9.15K	1.25%	21
2025 Q2	$2.81M	Buy	8,005 +770	+11%	+$180K	1.38%	19
2025 Q1	$1.25M	Sell	7,235 -41	-0.6%	-$9.93K	0.7%	28
2024 Q4	$1.81M	Buy	7,276 +68	+0.9%	+$17.3K	1.07%	21
2024 Q3	$1.28M	Sell	7,208 -4,984	-41%	-$998K	0.75%	28
2024 Q2	$2.71M	Sell	12,192 -2,588	-18%	-$595K	1.43%	18
2024 Q1	$3.92M	Sell	14,780 -4,981	-25%	-$896K	2.13%	12
2023 Q4	$3.44M	Buy	19,761 +42	+0.2%	+$4.59K	2.27%	9
2023 Q3	$1.48M	Buy	19,719 +60	+0.3%	+$5.06K	1.14%	23
2023 Q2	$1.41M	Buy	+19,659	New	+$1.17M	0.96%	26

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

Aletheian Wealth Advisors's COIN Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Coinbase (COIN) stake by 51% in Q2 2026, selling an estimated $524K and leaving 2,794 shares worth $408K. The position accounts for 0.17% of the portfolio, ranked #72.

Aletheian Wealth Advisors first reported a position in COIN in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.92M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Aletheian Wealth Advisors held 2,794 shares of Coinbase worth $408K as of Q2 2026.
Aletheian Wealth Advisors sold 2,900 Coinbase shares in Q2 2026, an estimated $524K.
Coinbase made up 0.17% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Aletheian Wealth Advisors first reported a position in Coinbase in Q2 2023 and has held it in 12 quarters since.
Aletheian Wealth Advisors's Coinbase position peaked at $3.92M in Q1 2024.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.