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Arkadios Wealth Advisors’s Coinbase COIN Stock Holding History

Arkadios 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 		$442K Buy
3,024
+247
+9% +$44.6K 0.01% 1191
2026
Q1 		$485K Buy
2,777
+271
+11% +$53.3K 0.01% 1123
2025
Q4 		$567K Sell
2,506
-295
-11% -$87.9K 0.01% 944
2025
Q3 		$945K Buy
2,801
+572
+26% +$194K 0.02% 666
2025
Q2 		$781K Sell
2,229
-336
-13% -$78.6K 0.02% 673
2025
Q1 		$442K Buy
2,565
+910
+55% +$220K 0.02% 749
2024
Q4 		$411K Sell
1,655
-1,196
-42% -$304K 0.02% 625
2024
Q3 		$508K Buy
2,851
+36
+1% +$7.21K 0.03% 533
2024
Q2 		$626K Buy
2,815
+1,397
+99% +$321K 0.04% 406
2024
Q1 		$376K Sell
1,418
-1,977
-58% -$356K 0.03% 466
2023
Q4 		$590K Buy
3,395
+86
+3% +$9.39K 0.05% 327
2023
Q3 		$248K Buy
+3,309
New +$279K 0.02% 554
2022
Q1 		– Sell
-991
Closed -$250K – 569
2021
Q4 		$250K Buy
+991
New +$288K 0.03% 486

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

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

Arkadios Wealth Advisors increased its Coinbase (COIN) stake by 8.9% in Q2 2026, buying an estimated $44.6K and bringing the position to 3,024 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1191.

Arkadios Wealth Advisors first reported a position in COIN in Q4 2021 and has held it in 13 quarters since. The position peaked at $945K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Arkadios Wealth Advisors held 3,024 shares of Coinbase worth $442K as of Q2 2026.
  • Arkadios Wealth Advisors bought 247 Coinbase shares in Q2 2026, an estimated $44.6K.
  • Coinbase made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1191 holding.
  • Arkadios Wealth Advisors first reported a position in Coinbase in Q4 2021 and has held it in 13 quarters since.
  • Arkadios Wealth Advisors's Coinbase position peaked at $945K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.