EWM
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Elevatus Welath Management’s Coinbase COIN Stock Holding History

Elevatus Welath 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
2025
Q4 		– Sell
-8,036
Closed -$2.71M – 157
2025
Q3 		$2.71M Buy
+8,036
New +$2.72M 0.78% 37
2024
Q3 		– Sell
-19,763
Closed -$4.39M – 104
2024
Q2 		$4.39M Buy
+19,763
New +$4.55M 1.64% 18

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elevatus Welath Management's COIN Position: Q4 2025 in Review

Elevatus Welath Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 8,036 shares — an estimated $2.71M sold.

Elevatus Welath Management first reported a position in COIN in Q2 2024 and held it in 2 quarters. The position peaked at $4.39M in Q2 2024. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Elevatus Welath Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Elevatus Welath Management sold 8,036 Coinbase shares in Q4 2025, an estimated $2.71M.
  • Elevatus Welath Management first reported a position in Coinbase in Q2 2024 and held it in 2 quarters.
  • Elevatus Welath Management's Coinbase position peaked at $4.39M in Q2 2024.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Elevatus Welath Management's 13F filing for Q4 2025, filed 14 Jan 2026.