AWM
COIN icon

Avior Wealth Management’s Coinbase COIN Stock Holding History

Avior Wealth Management’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 		$312K Buy
2,131
+91
+4% +$16.4K 0.01% 648
2026
Q1 		$356K Sell
2,040
-43
-2% -$8.46K 0.01% 635
2025
Q4 		$471K Buy
2,083
+273
+15% +$81.3K 0.01% 478
2025
Q3 		$611K Buy
1,810
+195
+12% +$66.1K 0.02% 403
2025
Q2 		$566K Buy
+1,615
New +$378K 0.02% 404
2025
Q1 		– Sell
-965
Closed -$240K – 1056
2024
Q4 		$240K Buy
965
+70
+8% +$17.8K 0.01% 653
2024
Q3 		$159K Sell
895
-117
-12% -$23.4K 0.01% 759
2024
Q2 		$225K Buy
1,012
+16
+2% +$3.68K 0.01% 642
2024
Q1 		$264K Buy
996
+799
+406% +$144K 0.01% 626
2023
Q4 		$34.3K Buy
197
+5
+3% +$546 ﹤0.01% 798
2023
Q3 		$14.4K Buy
192
+12
+7% +$1.01K ﹤0.01% 983
2023
Q2 		$12.9K Hold
180
– – ﹤0.01% 986
2023
Q1 		$12.2K Sell
180
-7
-4% -$419 ﹤0.01% 1017
2022
Q4 		$6.62K Sell
187
-60
-24% -$3.16K ﹤0.01% 913
2022
Q3 		$15K Buy
247
+45
+22% +$3.14K ﹤0.01% 783
2022
Q2 		$9K Buy
202
+20
+11% +$1.9K ﹤0.01% 784
2022
Q1 		$34K Buy
182
+55
+43% +$10.7K ﹤0.01% 641
2021
Q4 		$32K Buy
+127
New +$36.9K ﹤0.01% 632

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

Avior Wealth Management's COIN Position: Q2 2026 in Review

Avior Wealth Management increased its Coinbase (COIN) stake by 4.5% in Q2 2026, buying an estimated $16.4K and bringing the position to 2,131 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #648.

Avior Wealth Management first reported a position in COIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Avior Wealth Management held 2,131 shares of Coinbase worth $312K as of Q2 2026.
  • Avior Wealth Management bought 91 Coinbase shares in Q2 2026, an estimated $16.4K.
  • Coinbase made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #648 holding.
  • Avior Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 18 quarters since.
  • Avior Wealth Management's Coinbase position peaked at $611K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.