CT
COIN icon

Clearstead Trust’s Coinbase COIN Stock Holding History

Clearstead Trust’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 		$439 Sell
3
-8
-73% -$1.44K ﹤0.01% 955
2026
Q1 		$1.92K Sell
11
-20
-65% -$3.94K ﹤0.01% 884
2025
Q4 		$7.01K Sell
31
-14
-31% -$4.17K ﹤0.01% 678
2025
Q3 		$15.2K Buy
45
+4
+10% +$1.36K ﹤0.01% 501
2025
Q2 		$14.4K Buy
41
+24
+141% +$5.61K ﹤0.01% 506
2025
Q1 		$2.93K Hold
17
– – ﹤0.01% 716
2024
Q4 		$4.22K Buy
+17
New +$4.32K ﹤0.01% 393
2024
Q1 		– Sell
-2
Closed -$348 – 432
2023
Q4 		$348 Buy
+2
New +$218 ﹤0.01% 409

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 Trust's COIN Position: Q2 2026 in Review

Clearstead Trust reduced its Coinbase (COIN) stake by 73% in Q2 2026, selling an estimated $1.44K and leaving 3 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Clearstead Trust first reported a position in COIN in Q4 2023 and has held it in 8 quarters since. The position peaked at $15.2K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Clearstead Trust held 3 shares of Coinbase worth $439 as of Q2 2026.
  • Clearstead Trust sold 8 Coinbase shares in Q2 2026, an estimated $1.44K.
  • Coinbase made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #955 holding.
  • Clearstead Trust first reported a position in Coinbase in Q4 2023 and has held it in 8 quarters since.
  • Clearstead Trust's Coinbase position peaked at $15.2K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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