Capital Analysts LLC’s Coinbase COIN Stock Holding History

Capital Analysts LLC’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 Q2	–	Sell	-51	Closed	-$9K	–	1392
2025 Q1	$9K	Buy	+51	New	+$12.3K	﹤0.01%	1131
2021 Q4	–	Sell	-125	Closed	-$28K	–	1006
2021 Q3	$28K	Hold	125	–	–	﹤0.01%	652
2021 Q2	$32K	Buy	+125	New	+$32.5K	﹤0.01%	609

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Capital Analysts LLC's COIN Position: Q2 2025 in Review

Capital Analysts LLC sold out of Coinbase (COIN) in Q2 2025, closing a stake of 51 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in COIN in Q2 2021 and held it in 3 quarters. The position peaked at $32K in Q2 2021. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Capital Analysts LLC reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 51 Coinbase shares in Q2 2025, an estimated $9K.
Capital Analysts LLC first reported a position in Coinbase in Q2 2021 and held it in 3 quarters.
Capital Analysts LLC's Coinbase position peaked at $32K in Q2 2021.
1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.