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COIN icon

Avion Wealth’s Coinbase COIN Stock Holding History

Avion 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 		$65K Sell
448
-8
-2% -$1.44K 0.01% 216
2026
Q1 		$79K Buy
456
+13
+3% +$2.56K 0.02% 167
2025
Q4 		$100K Sell
443
-2
-0.4% -$596 0.02% 149
2025
Q3 		$150K Buy
445
+1
+0.2% +$339 0.03% 122
2025
Q2 		$155K Buy
444
+24
+6% +$5.61K 0.04% 108
2025
Q1 		$104K Hold
420
– – 0.03% 129
2024
Q4 		$104K Sell
420
-44
-9% -$11.2K 0.03% 129
2024
Q3 		$82K Buy
464
+212
+84% +$42.5K 0.02% 132
2024
Q2 		$56K Buy
252
+242
+2,420% +$55.7K 0.02% 155
2024
Q1 		$3K Buy
10
+2
+25% +$360 ﹤0.01% 543
2023
Q4 		$1K Sell
8
-15
-65% -$1.64K ﹤0.01% 733
2023
Q3 		$1K Buy
23
+6
+35% +$506 ﹤0.01% 588
2023
Q2 		$0 Buy
+17
New +$1.01K ﹤0.01% 762

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

Avion Wealth's COIN Position: Q2 2026 in Review

Avion Wealth reduced its Coinbase (COIN) stake by 1.8% in Q2 2026, selling an estimated $1.44K and leaving 448 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #216.

Avion Wealth first reported a position in COIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $155K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Avion Wealth held 448 shares of Coinbase worth $65K as of Q2 2026.
  • Avion Wealth sold 8 Coinbase shares in Q2 2026, an estimated $1.44K.
  • Coinbase made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #216 holding.
  • Avion Wealth first reported a position in Coinbase in Q2 2023 and has held it in 13 quarters since.
  • Avion Wealth's Coinbase position peaked at $155K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.