Cladis Investment Advisory’s Coinbase COIN Stock Holding History

Cladis Investment Advisory’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	$927K	Buy	6,340 +860	+16%	+$155K	0.43%	67
2026 Q1	$957K	Buy	5,480 +3,700	+208%	+$728K	0.53%	60
2025 Q4	$403K	Buy	1,780 +605	+51%	+$180K	0.22%	104
2025 Q3	$397K	Buy	+1,175	New	+$398K	0.23%	102
2023 Q1	–	Sell	-6,545	Closed	-$232K	–	141
2022 Q4	$232K	Buy	+6,545	New	+$345K	0.23%	110
2022 Q2	–	Sell	-4,275	Closed	-$812K	–	135
2022 Q1	$812K	Buy	4,275 +2,400	+128%	+$469K	0.66%	51
2021 Q4	$473K	Buy	+1,875	New	+$545K	0.38%	82

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Cladis Investment Advisory's COIN Position: Q2 2026 in Review

Cladis Investment Advisory increased its Coinbase (COIN) stake by 16% in Q2 2026, buying an estimated $155K and bringing the position to 6,340 shares worth $927K. The position accounts for 0.43% of the portfolio, ranked #67.

Cladis Investment Advisory first reported a position in COIN in Q4 2021 and has held it in 7 quarters since. The position peaked at $957K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Cladis Investment Advisory held 6,340 shares of Coinbase worth $927K as of Q2 2026.
Cladis Investment Advisory bought 860 Coinbase shares in Q2 2026, an estimated $155K.
Coinbase made up 0.43% of Cladis Investment Advisory's portfolio in Q2 2026, its #67 holding.
Cladis Investment Advisory first reported a position in Coinbase in Q4 2021 and has held it in 7 quarters since.
Cladis Investment Advisory's Coinbase position peaked at $957K in Q1 2026.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.