CAG
COIN icon

Crestwood Advisors Group’s Coinbase COIN Stock Holding History

Crestwood Advisors Group’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 		$265K Sell
1,811
-338
-16% -$61K ﹤0.01% 733
2026
Q1 		$375K Buy
2,149
+835
+64% +$164K 0.01% 502
2025
Q4 		$297K Buy
1,314
+126
+11% +$37.5K ﹤0.01% 521
2025
Q3 		$401K Buy
1,188
+196
+20% +$66.5K 0.01% 401
2025
Q2 		$348K Buy
+992
New +$232K 0.01% 411
2024
Q2 		– Sell
-866
Closed -$230K – 432
2024
Q1 		$230K Buy
+866
New +$156K 0.01% 391
2022
Q2 		– Sell
-1,404
Closed -$267K – 275
2022
Q1 		$267K Sell
1,404
-60
-4% -$11.7K 0.01% 249
2021
Q4 		$369K Buy
+1,464
New +$426K 0.01% 230

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

Crestwood Advisors Group's COIN Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Coinbase (COIN) stake by 16% in Q2 2026, selling an estimated $61K and leaving 1,811 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Crestwood Advisors Group first reported a position in COIN in Q4 2021 and has held it in 8 quarters since. The position peaked at $401K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Crestwood Advisors Group held 1,811 shares of Coinbase worth $265K as of Q2 2026.
  • Crestwood Advisors Group sold 338 Coinbase shares in Q2 2026, an estimated $61K.
  • Coinbase made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #733 holding.
  • Crestwood Advisors Group first reported a position in Coinbase in Q4 2021 and has held it in 8 quarters since.
  • Crestwood Advisors Group's Coinbase position peaked at $401K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.