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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cerity Partners's COIN Position: Q1 2026 in Review

Cerity Partners reduced its Coinbase (COIN) stake by 18% in Q1 2026, selling an estimated $932K and leaving 22,120 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #1146.

Cerity Partners first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.49M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Cerity Partners held 22,120 shares of Coinbase worth $3.86M as of Q1 2026.
  • Cerity Partners sold 4,736 Coinbase shares in Q1 2026, an estimated $932K.
  • Coinbase made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1146 holding.
  • Cerity Partners first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Cerity Partners's Coinbase position peaked at $7.49M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.