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Aptus Capital Advisors’s Coinbase COIN Stock Holding History

Aptus 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 		$893K Sell
6,108
-21,634
-78% -$3.91M 0.01% 643
2026
Q1 		$4.84M Buy
27,742
+4,399
+19% +$866K 0.04% 346
2025
Q4 		$5.28M Buy
23,343
+22,135
+1,832% +$6.6M 0.04% 314
2025
Q3 		$408K Buy
1,208
+332
+38% +$113K ﹤0.01% 753
2025
Q2 		$307K Buy
+876
New +$205K ﹤0.01% 818
2022
Q1 		– Sell
-794
Closed -$200K – 682
2021
Q4 		$200K Buy
+794
New +$231K 0.01% 361

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

Aptus Capital Advisors's COIN Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Coinbase (COIN) stake by 78% in Q2 2026, selling an estimated $3.91M and leaving 6,108 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #643.

Aptus Capital Advisors first reported a position in COIN in Q4 2021 and has held it in 6 quarters since. The position peaked at $5.28M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Aptus Capital Advisors held 6,108 shares of Coinbase worth $893K as of Q2 2026.
  • Aptus Capital Advisors sold 21,634 Coinbase shares in Q2 2026, an estimated $3.91M.
  • Coinbase made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #643 holding.
  • Aptus Capital Advisors first reported a position in Coinbase in Q4 2021 and has held it in 6 quarters since.
  • Aptus Capital Advisors's Coinbase position peaked at $5.28M in Q4 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.