DIM
COIN icon

Delta Investment Management’s Coinbase COIN Stock Holding History

Delta Investment Management’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
-1,001
Closed -$226K – 281
2025
Q4 		$226K Buy
1,001
+147
+17% +$43.8K 0.04% 253
2025
Q3 		$288K Buy
854
+36
+4% +$12.2K 0.05% 213
2025
Q2 		$287K Buy
+818
New +$191K 0.06% 192

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

Delta Investment Management's COIN Position: Q1 2026 in Review

Delta Investment Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,001 shares — an estimated $226K sold.

Delta Investment Management first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $288K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Delta Investment Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 1,001 Coinbase shares in Q1 2026, an estimated $226K.
  • Delta Investment Management first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • Delta Investment Management's Coinbase position peaked at $288K in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.