Envestnet Portfolio Solutions’s Coinbase COIN Stock Holding History

Envestnet Portfolio Solutions’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	$6.3M	Buy	43,128 +4,460	+12%	+$805K	0.03%	286
2026 Q1	$6.75M	Buy	38,668 +11,474	+42%	+$2.26M	0.04%	239
2025 Q4	$6.15M	Sell	27,194 -2,606	-9%	-$777K	0.02%	325
2025 Q3	$10.1M	Buy	+29,800	New	+$10.1M	0.04%	231
2025 Q2	–	Sell	-1,453	Closed	-$250K	–	1540
2025 Q1	$250K	Sell	1,453 -1,003	-41%	-$243K	﹤0.01%	1380
2024 Q4	$610K	Buy	2,456 +232	+10%	+$58.9K	﹤0.01%	1133
2024 Q3	$396K	Buy	2,224 +725	+48%	+$145K	﹤0.01%	1311
2024 Q2	$333K	Buy	+1,499	New	+$345K	﹤0.01%	1326

Other funds holding COIN

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Envestnet Portfolio Solutions's COIN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Coinbase (COIN) stake by 12% in Q2 2026, buying an estimated $805K and bringing the position to 43,128 shares worth $6.3M. The position accounts for 0.03% of the portfolio, ranked #286.

Envestnet Portfolio Solutions first reported a position in COIN in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q3 2025. 206 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Envestnet Portfolio Solutions held 43,128 shares of Coinbase worth $6.3M as of Q2 2026.
Envestnet Portfolio Solutions bought 4,460 Coinbase shares in Q2 2026, an estimated $805K.
Coinbase made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #286 holding.
Envestnet Portfolio Solutions first reported a position in Coinbase in Q2 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's Coinbase position peaked at $10.1M in Q3 2025.
206 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.