AWE
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Avidian Wealth Enterprises’s Coinbase COIN Stock Holding History

Avidian Wealth Enterprises’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
2025
Q4 		– Sell
-750
Closed -$253K – 581
2025
Q3 		$253K Buy
+750
New +$254K 0.01% 501
2021
Q3 		– Sell
-2,182
Closed -$553K – 395
2021
Q2 		$553K Buy
+2,182
New +$566K 0.04% 201

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avidian Wealth Enterprises's COIN Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of Coinbase (COIN) in Q4 2025, closing a stake of 750 shares — an estimated $253K sold.

Avidian Wealth Enterprises first reported a position in COIN in Q2 2021 and held it in 2 quarters. The position peaked at $553K in Q2 2021. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Avidian Wealth Enterprises reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 750 Coinbase shares in Q4 2025, an estimated $253K.
  • Avidian Wealth Enterprises first reported a position in Coinbase in Q2 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Coinbase position peaked at $553K in Q2 2021.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.