Clear Investment Research’s Coinbase COIN Stock Holding History

Clear Investment Research’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	–	Sell	-3	Closed	-$524	–	82
2026 Q1	$524	Buy	+3	New	+$591	﹤0.01%	228
2025 Q4	–	Sell	-3	Closed	-$1.01K	–	84
2025 Q3	$1.01K	Hold	3	–	–	﹤0.01%	230
2025 Q2	$1.05K	Hold	3	–	–	﹤0.01%	209
2025 Q1	$517	Hold	3	–	–	﹤0.01%	213
2024 Q4	$745	Hold	3	–	–	﹤0.01%	205
2024 Q3	$535	Buy	3 +1	+50%	+$200	﹤0.01%	207
2024 Q2	$444	Hold	2	–	–	﹤0.01%	197
2024 Q1	$530	Buy	2 +1	+100%	+$180	﹤0.01%	204
2023 Q4	$174	Hold	1	–	–	﹤0.01%	264
2023 Q3	$75	Hold	1	–	–	﹤0.01%	194
2023 Q2	$72	Hold	1	–	–	﹤0.01%	192
2023 Q1	$68	Hold	1	–	–	﹤0.01%	183
2022 Q4	$0	Hold	1	–	–	﹤0.01%	166
2022 Q3	$0	Hold	1	–	–	﹤0.01%	158
2022 Q2	$0	Hold	1	–	–	﹤0.01%	131
2022 Q1	$0	Hold	1	–	–	﹤0.01%	140
2021 Q4	$0	Hold	1	–	–	﹤0.01%	141
2021 Q3	$0	Hold	1	–	–	﹤0.01%	139
2021 Q2	$0	Buy	+1	New	+$260	﹤0.01%	140

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 $3.38T AUM 44.17% 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

Clear Investment Research's COIN Position: Q2 2026 in Review

Clear Investment Research sold out of Coinbase (COIN) in Q2 2026, closing a stake of 3 shares — an estimated $524 sold.

Clear Investment Research first reported a position in COIN in Q2 2021 and held it in 19 quarters. The position peaked at $1.05K in Q2 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Clear Investment Research reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 3 Coinbase shares in Q2 2026, an estimated $524.
Clear Investment Research first reported a position in Coinbase in Q2 2021 and held it in 19 quarters.
Clear Investment Research's Coinbase position peaked at $1.05K in Q2 2025.
1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.