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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
Q2 		$186K Buy
1,270
+811
+177% +$146K ﹤0.01% 1087
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
-800
-59% -$87.4K 0.01% 596
2023
Q3 		$101K Sell
1,349
-101
-7% -$8.51K 0.01% 554
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 $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 $3.37T AUM 44.26% 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

Clearstead Advisors's COIN Position: Q2 2026 in Review

Clearstead Advisors increased its Coinbase (COIN) stake by 177% in Q2 2026, buying an estimated $146K and bringing the position to 1,270 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Clearstead Advisors first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $299K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Clearstead Advisors held 1,270 shares of Coinbase worth $186K as of Q2 2026.
  • Clearstead Advisors bought 811 Coinbase shares in Q2 2026, an estimated $146K.
  • Coinbase made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1087 holding.
  • Clearstead Advisors first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's Coinbase position peaked at $299K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.