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Evergreen Private Wealth’s Coinbase COIN Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-10
Closed -$3.38K – 115
2025
Q3 		$3.38K Buy
10
+2
+25% +$678 ﹤0.01% 198
2025
Q2 		$2.8K Hold
8
– – ﹤0.01% 224
2025
Q1 		$1.38K Hold
8
– – ﹤0.01% 173
2024
Q4 		$1.99K Hold
8
– – ﹤0.01% 180
2024
Q3 		$1.43K Hold
8
– – ﹤0.01% 186
2024
Q2 		$1.78K Hold
8
– – ﹤0.01% 191
2024
Q1 		$2.12K Hold
8
– – ﹤0.01% 194
2023
Q4 		$1.39K Buy
+8
New +$874 ﹤0.01% 205

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Private Wealth's COIN Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Coinbase (COIN) in Q4 2025, closing a stake of 10 shares — an estimated $3.38K sold.

Evergreen Private Wealth first reported a position in COIN in Q4 2023 and held it in 8 quarters. The position peaked at $3.38K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 10 Coinbase shares in Q4 2025, an estimated $3.38K.
  • Evergreen Private Wealth first reported a position in Coinbase in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Coinbase position peaked at $3.38K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.