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Evelyn Partners Investment Management’s Coinbase COIN Stock Holding History

Evelyn Partners Investment 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
Q1 		$1.92M Buy
10,997
+1,333
+14% +$262K 0.05% 105
2025
Q4 		$2.19M Buy
9,664
+2,289
+31% +$682K 0.06% 103
2025
Q3 		$2.49M Buy
7,375
+2,124
+40% +$720K 0.07% 99
2025
Q2 		$1.84M Buy
5,251
+4,916
+1,467% +$1.15M 0.06% 109
2025
Q1 		$57.7K Buy
335
+145
+76% +$35.1K ﹤0.01% 272
2024
Q4 		$47.2K Buy
+190
New +$48.2K ﹤0.01% 275

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's COIN Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Coinbase (COIN) stake by 14% in Q1 2026, buying an estimated $262K and bringing the position to 10,997 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #105.

Evelyn Partners Investment Management first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.49M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Evelyn Partners Investment Management held 10,997 shares of Coinbase worth $1.92M as of Q1 2026.
  • Evelyn Partners Investment Management bought 1,333 Coinbase shares in Q1 2026, an estimated $262K.
  • Coinbase made up 0.05% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #105 holding.
  • Evelyn Partners Investment Management first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Coinbase position peaked at $2.49M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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