Envestnet Asset Management
COIN icon

Envestnet Asset Management’s Coinbase COIN Stock Holding History

Envestnet Asset 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
Q2 		$14.3M Buy
98,052
+5,108
+5% +$922K ﹤0.01% 1692
2026
Q1 		$16.2M Buy
92,944
+19,038
+26% +$3.75M ﹤0.01% 1497
2025
Q4 		$16.7M Buy
73,906
+10,531
+17% +$3.14M 0.01% 1323
2025
Q3 		$21.4M Buy
63,375
+2,683
+4% +$910K 0.01% 1236
2025
Q2 		$21.3M Buy
60,692
+9,245
+18% +$2.16M 0.01% 1213
2025
Q1 		$8.86M Buy
51,447
+9,952
+24% +$2.41M ﹤0.01% 1750
2024
Q4 		$10.3M Sell
41,495
-7,072
-15% -$1.8M ﹤0.01% 1622
2024
Q3 		$8.65M Buy
48,567
+3,720
+8% +$745K ﹤0.01% 1735
2024
Q2 		$9.97M Buy
44,847
+5,767
+15% +$1.33M ﹤0.01% 1567
2024
Q1 		$10.4M Sell
39,080
-11,079
-22% -$1.99M ﹤0.01% 1509
2023
Q4 		$8.72M Buy
50,159
+2,492
+5% +$272K ﹤0.01% 1532
2023
Q3 		$3.58M Buy
47,667
+16,914
+55% +$1.43M ﹤0.01% 2021
2023
Q2 		$2.2M Buy
30,753
+2,558
+9% +$153K ﹤0.01% 2228
2023
Q1 		$1.91M Sell
28,195
-452
-2% -$27.1K ﹤0.01% 2233
2022
Q4 		$1.01M Sell
28,647
-23,764
-45% -$1.25M ﹤0.01% 2628
2022
Q3 		$3.38M Sell
52,411
-714
-1% -$49.9K ﹤0.01% 1748
2022
Q2 		$2.5M Buy
53,125
+24,234
+84% +$2.31M ﹤0.01% 1966
2022
Q1 		$5.49M Sell
28,891
-6,403
-18% -$1.25M ﹤0.01% 1548
2021
Q4 		$8.91M Buy
35,294
+11,040
+46% +$3.21M ﹤0.01% 1249
2021
Q3 		$5.52M Buy
24,254
+8,870
+58% +$2.18M ﹤0.01% 1480
2021
Q2 		$3.9M Buy
+15,384
New +$3.99M ﹤0.01% 1664

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Envestnet Asset Management's COIN Position: Q2 2026 in Review

Envestnet Asset Management increased its Coinbase (COIN) stake by 5.5% in Q2 2026, buying an estimated $922K and bringing the position to 98,052 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Envestnet Asset Management first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.4M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Envestnet Asset Management held 98,052 shares of Coinbase worth $14.3M as of Q2 2026.
  • Envestnet Asset Management bought 5,108 Coinbase shares in Q2 2026, an estimated $922K.
  • Coinbase made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1692 holding.
  • Envestnet Asset Management first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Envestnet Asset Management's Coinbase position peaked at $21.4M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.