DWA
COIN icon

Delos Wealth Advisors’s Coinbase COIN Stock Holding History

Delos Wealth 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 		$175 Hold
1
– – ﹤0.01% 252
2025
Q4 		$227 Hold
1
– – ﹤0.01% 255
2025
Q3 		$338 Hold
1
– – ﹤0.01% 279
2025
Q2 		$351 Buy
+1
New +$234 ﹤0.01% 258
2025
Q1 		– Sell
-1
Closed -$249 – 79
2024
Q4 		$249 Hold
1
– – ﹤0.01% 192
2024
Q3 		$179 Buy
+1
New +$200 ﹤0.01% 178
2022
Q2 		– Sell
-126
Closed -$24K – 236
2022
Q1 		$24K Buy
+126
New +$24.6K 0.02% 101

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

Delos Wealth Advisors's COIN Position: Q1 2026 in Review

Delos Wealth Advisors held its Coinbase (COIN) position steady in Q1 2026 at 1 share worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Delos Wealth Advisors first reported a position in COIN in Q1 2022 and has held it in 7 quarters since. The position peaked at $24K in Q1 2022. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Delos Wealth Advisors held 1 share of Coinbase worth $175 as of Q1 2026.
  • Delos Wealth Advisors left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #252 holding.
  • Delos Wealth Advisors first reported a position in Coinbase in Q1 2022 and has held it in 7 quarters since.
  • Delos Wealth Advisors's Coinbase position peaked at $24K in Q1 2022.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.