Cerity Partners
COIN icon

Cerity Partners’s Coinbase COIN Stock Holding History

Cerity Partners’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 		$3.1M Sell
21,203
-917
-4% -$166K ﹤0.01% 1333
2026
Q1 		$3.86M Sell
22,120
-4,736
-18% -$932K 0.01% 1146
2025
Q4 		$6.07M Buy
26,856
+4,666
+21% +$1.39M 0.01% 843
2025
Q3 		$7.49M Buy
22,190
+4,496
+25% +$1.52M 0.01% 700
2025
Q2 		$6.2M Buy
17,694
+1,402
+9% +$328K 0.01% 720
2025
Q1 		$2.81M Buy
16,292
+2,088
+15% +$506K 0.01% 966
2024
Q4 		$3.38M Buy
14,204
+98
+0.7% +$24.9K 0.01% 874
2024
Q3 		$2.51M Buy
14,106
+1,393
+11% +$279K 0.01% 989
2024
Q2 		$2.83M Sell
12,713
-309
-2% -$71.1K 0.01% 782
2024
Q1 		$3.45M Buy
13,022
+930
+8% +$167K 0.01% 774
2023
Q4 		$2.1M Buy
12,092
+1,875
+18% +$205K 0.01% 760
2023
Q3 		$767K Buy
10,217
+3,358
+49% +$283K ﹤0.01% 824
2023
Q2 		$491K Buy
6,859
+1,403
+26% +$83.7K ﹤0.01% 1192
2023
Q1 		$369K Sell
5,456
-411
-7% -$24.6K ﹤0.01% 1436
2022
Q4 		$208K Buy
5,867
+1,493
+34% +$78.7K ﹤0.01% 1326
2022
Q3 		$282K Buy
+4,374
New +$305K ﹤0.01% 920
2022
Q2 		– Sell
-6,224
Closed -$1.18M – 1189
2022
Q1 		$1.18M Buy
6,224
+261
+4% +$51K 0.02% 414
2021
Q4 		$1.5M Sell
5,963
-410
-6% -$119K 0.02% 363
2021
Q3 		$1.45M Buy
6,373
+1,350
+27% +$332K 0.03% 310
2021
Q2 		$1.27M Buy
+5,023
New +$1.3M 0.03% 332

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 $3.38T AUM 44.17% 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

Cerity Partners's COIN Position: Q2 2026 in Review

Cerity Partners reduced its Coinbase (COIN) stake by 4.1% in Q2 2026, selling an estimated $166K and leaving 21,203 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Cerity Partners first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.49M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Cerity Partners held 21,203 shares of Coinbase worth $3.1M as of Q2 2026.
  • Cerity Partners sold 917 Coinbase shares in Q2 2026, an estimated $166K.
  • Coinbase made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1333 holding.
  • Cerity Partners first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Cerity Partners's Coinbase position peaked at $7.49M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.