EI
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Ellevest Inc’s Coinbase COIN Stock Holding History

Ellevest Inc’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
-2,021
Closed -$457K – 435
2025
Q4 		$457K Sell
2,021
-130
-6% -$38.7K 0.06% 246
2025
Q3 		$726K Sell
2,151
-189
-8% -$64.1K 0.1% 138
2025
Q2 		$820K Buy
+2,340
New +$547K 0.13% 115
2025
Q1 		– Sell
-1,095
Closed -$272K – 412
2024
Q4 		$272K Sell
1,095
-846
-44% -$215K 0.02% 330
2024
Q3 		$346K Buy
+1,941
New +$389K 0.02% 295
2024
Q2 		– Sell
-1,843
Closed -$489K – 408
2024
Q1 		$489K Buy
1,843
+659
+56% +$119K 0.03% 209
2023
Q4 		$206K Buy
+1,184
New +$129K 0.01% 362
2023
Q2 		– Sell
-1,223
Closed -$82.6K – 612
2023
Q1 		$82.6K Buy
1,223
+618
+102% +$37K 0.01% 494
2022
Q4 		$21.4K Buy
605
+201
+50% +$10.6K ﹤0.01% 833
2022
Q3 		$26K Buy
+404
New +$28.2K ﹤0.01% 744

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

Ellevest Inc's COIN Position: Q1 2026 in Review

Ellevest Inc sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,021 shares — an estimated $457K sold.

Ellevest Inc first reported a position in COIN in Q3 2022 and held it in 10 quarters. The position peaked at $820K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Ellevest Inc reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 2,021 Coinbase shares in Q1 2026, an estimated $457K.
  • Ellevest Inc first reported a position in Coinbase in Q3 2022 and held it in 10 quarters.
  • Ellevest Inc's Coinbase position peaked at $820K in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.