EPIMS
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Evelyn Partners Investment Management Services’s Coinbase COIN Stock Holding History

Evelyn Partners Investment Management Services’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 		$68.3K Sell
391
-2
-0.5% -$394 0.01% 166
2025
Q4 		$88.9K Buy
393
+38
+11% +$11.3K 0.01% 151
2025
Q3 		$120K Buy
355
+296
+502% +$100K 0.02% 146
2025
Q2 		$20.7K Sell
59
-125
-68% -$29.2K ﹤0.01% 208
2025
Q1 		$31.7K Buy
184
+125
+212% +$30.3K 0.01% 188
2024
Q4 		$14.7K Buy
+59
New +$15K ﹤0.01% 219

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 56.25% 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

Evelyn Partners Investment Management Services's COIN Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Coinbase (COIN) stake by 0.51% in Q1 2026, selling an estimated $394 and leaving 391 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #166.

Evelyn Partners Investment Management Services first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $120K in Q3 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Evelyn Partners Investment Management Services held 391 shares of Coinbase worth $68.3K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 2 Coinbase shares in Q1 2026, an estimated $394.
  • Coinbase made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #166 holding.
  • Evelyn Partners Investment Management Services first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Coinbase position peaked at $120K in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.