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Coppell Advisory Solutions’s Coinbase COIN Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-2,866
Closed -$664K – 66
2025
Q4 		$664K Buy
2,866
+1,599
+126% +$476K 0.07% 224
2025
Q3 		$423K Buy
+1,267
New +$430K 0.04% 272
2025
Q1 		– Sell
-10
Closed -$2.56K – 614
2024
Q4 		$2.56K Buy
10
+7
+233% +$1.78K ﹤0.01% 1496
2024
Q3 		$574 Sell
3
-151
-98% -$30.2K ﹤0.01% 1646
2024
Q2 		$34.2K Buy
+154
New +$35.4K 0.01% 592
2023
Q4 		$32.3K Buy
+186
New +$20.3K 0.01% 599
2023
Q3 		– Sell
-12
Closed -$879 – 1264
2023
Q2 		$879 Buy
+12
New +$716 ﹤0.01% 1163

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

Coppell Advisory Solutions's COIN Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,866 shares — an estimated $664K sold.

Coppell Advisory Solutions first reported a position in COIN in Q2 2023 and held it in 7 quarters. The position peaked at $664K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,866 Coinbase shares in Q1 2026, an estimated $664K.
  • Coppell Advisory Solutions first reported a position in Coinbase in Q2 2023 and held it in 7 quarters.
  • Coppell Advisory Solutions's Coinbase position peaked at $664K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.