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Annis Gardner Whiting Capital Advisors’s Coinbase COIN Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-774
Closed -$135K – 516
2026
Q1 		$135K Buy
774
+153
+25% +$30.1K 0.02% 382
2025
Q4 		$140K Buy
621
+399
+180% +$119K 0.03% 348
2025
Q3 		$74.9K Buy
+222
New +$75.3K 0.02% 433

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

Annis Gardner Whiting Capital Advisors's COIN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 774 shares — an estimated $135K sold.

Annis Gardner Whiting Capital Advisors first reported a position in COIN in Q3 2025 and held it in 3 quarters. The position peaked at $140K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 774 Coinbase shares in Q2 2026, an estimated $135K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Coinbase in Q3 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Coinbase position peaked at $140K in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.