CA
COIN icon

Clearstead Advisors’s Coinbase COIN Stock Holding History

Clearstead Advisors’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 		$80.1K Sell
459
-607
-57% -$119K ﹤0.01% 1189
2025
Q4 		$241K Buy
1,066
+406
+62% +$121K ﹤0.01% 883
2025
Q3 		$223K Sell
660
-193
-23% -$65.4K ﹤0.01% 856
2025
Q2 		$299K Buy
853
+256
+43% +$59.8K ﹤0.01% 764
2025
Q1 		$103K Sell
597
-202
-25% -$48.9K ﹤0.01% 991
2024
Q4 		$198K Buy
799
+51
+7% +$12.9K ﹤0.01% 862
2024
Q3 		$133K Buy
748
+4
+0.5% +$801 ﹤0.01% 961
2024
Q2 		$165K Hold
744
– – ﹤0.01% 873
2024
Q1 		$148K Buy
744
+195
+36% +$35.1K 0.01% 521
2023
Q4 		$95.5K Sell
549
-2,149
-80% -$235K 0.01% 596
2023
Q3 		$203K Buy
2,698
+1,248
+86% +$105K 0.01% 568
2023
Q2 		$104K Buy
1,450
+915
+171% +$54.6K 0.01% 571
2023
Q1 		$36.1K Buy
535
+30
+6% +$1.8K ﹤0.01% 729
2022
Q4 		$17.9K Hold
505
– – ﹤0.01% 814
2022
Q3 		$33K Sell
505
-13
-3% -$908 ﹤0.01% 687
2022
Q2 		$24K Buy
518
+153
+42% +$14.6K ﹤0.01% 756
2022
Q1 		$69K Sell
365
-70
-16% -$13.7K ﹤0.01% 622
2021
Q4 		$110K Sell
435
-331
-43% -$96.2K 0.01% 508
2021
Q3 		$174K Sell
766
-68
-8% -$16.7K 0.01% 389
2021
Q2 		$211K Buy
+834
New +$217K 0.02% 336

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

Clearstead Advisors's COIN Position: Q1 2026 in Review

Clearstead Advisors reduced its Coinbase (COIN) stake by 57% in Q1 2026, selling an estimated $119K and leaving 459 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Clearstead Advisors first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $299K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Clearstead Advisors held 459 shares of Coinbase worth $80.1K as of Q1 2026.
  • Clearstead Advisors sold 607 Coinbase shares in Q1 2026, an estimated $119K.
  • Coinbase made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1189 holding.
  • Clearstead Advisors first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's Coinbase position peaked at $299K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.