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Edgestream Partners’s Coinbase COIN Stock Holding History

Edgestream Partners’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
2025
Q3 		– Sell
-12,611
Closed -$4.42M – 902
2025
Q2 		$4.42M Sell
12,611
-16,294
-56% -$3.81M 0.12% 325
2025
Q1 		$4.98M Buy
28,905
+9,641
+50% +$2.33M 0.17% 224
2024
Q4 		$4.78M Sell
19,264
-10,486
-35% -$2.66M 0.2% 167
2024
Q3 		$5.3M Buy
29,750
+11,935
+67% +$2.39M 0.23% 121
2024
Q2 		$3.96M Buy
17,815
+3,022
+20% +$695K 0.19% 173
2024
Q1 		$3.92M Buy
14,793
+7,148
+93% +$1.29M 0.2% 171
2023
Q4 		$1.33M Buy
+7,645
New +$835K 0.1% 358

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Edgestream Partners's COIN Position: Q3 2025 in Review

Edgestream Partners sold out of Coinbase (COIN) in Q3 2025, closing a stake of 12,611 shares — an estimated $4.42M sold.

Edgestream Partners first reported a position in COIN in Q4 2023 and held it in 7 quarters. The position peaked at $5.3M in Q3 2024. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Edgestream Partners reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 12,611 Coinbase shares in Q3 2025, an estimated $4.42M.
  • Edgestream Partners first reported a position in Coinbase in Q4 2023 and held it in 7 quarters.
  • Edgestream Partners's Coinbase position peaked at $5.3M in Q3 2024.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.