AWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's COIN Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Coinbase (COIN) stake by 11% in Q1 2026, buying an estimated $53.3K and bringing the position to 2,777 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #1123.

Arkadios Wealth Advisors first reported a position in COIN in Q4 2021 and has held it in 12 quarters since. The position peaked at $945K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Arkadios Wealth Advisors held 2,777 shares of Coinbase worth $485K as of Q1 2026.
  • Arkadios Wealth Advisors bought 271 Coinbase shares in Q1 2026, an estimated $53.3K.
  • Coinbase made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1123 holding.
  • Arkadios Wealth Advisors first reported a position in Coinbase in Q4 2021 and has held it in 12 quarters since.
  • Arkadios Wealth Advisors's Coinbase position peaked at $945K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.