APW
COIN icon

Aventura Private Wealth’s Coinbase COIN Stock Holding History

Aventura Private Wealth’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 		$55.6K Sell
380
-140
-27% -$25.3K 0.02% 328
2026
Q1 		$90.8K Buy
520
+118
+29% +$23.2K 0.03% 238
2025
Q4 		$90.9K Buy
402
+77
+24% +$22.9K 0.03% 226
2025
Q3 		$110K Buy
325
+15
+5% +$5.09K 0.04% 208
2025
Q2 		$109K Hold
310
– – 0.05% 197
2025
Q1 		$53.4K Sell
310
-28
-8% -$6.78K 0.03% 263
2024
Q4 		$83.9K Buy
+338
New +$85.8K 0.05% 205

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

Aventura Private Wealth's COIN Position: Q2 2026 in Review

Aventura Private Wealth reduced its Coinbase (COIN) stake by 27% in Q2 2026, selling an estimated $25.3K and leaving 380 shares worth $55.6K. The position accounts for 0.02% of the portfolio, ranked #328.

Aventura Private Wealth first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Aventura Private Wealth held 380 shares of Coinbase worth $55.6K as of Q2 2026.
  • Aventura Private Wealth sold 140 Coinbase shares in Q2 2026, an estimated $25.3K.
  • Coinbase made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #328 holding.
  • Aventura Private Wealth first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Coinbase position peaked at $110K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.