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Foundations Investment Advisors’s Coinbase COIN Stock Holding History

Foundations Investment Advisors’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 		$5.02M Buy
34,324
+3,262
+11% +$589K 0.05% 249
2026
Q1 		$5.42M Buy
31,062
+5,295
+21% +$1.04M 0.07% 213
2025
Q4 		$5.83M Buy
25,767
+3,449
+15% +$1.03M 0.08% 202
2025
Q3 		$7.53M Buy
22,318
+6,983
+46% +$2.37M 0.11% 162
2025
Q2 		$5.37M Sell
15,335
-719
-4% -$168K 0.08% 185
2025
Q1 		$2.77M Buy
16,054
+2,440
+18% +$591K 0.05% 256
2024
Q4 		$3.38M Buy
13,614
+9,045
+198% +$2.3M 0.07% 220
2024
Q3 		$814K Buy
4,569
+740
+19% +$148K 0.02% 402
2024
Q2 		$851K Sell
3,829
-478
-11% -$110K 0.02% 373
2024
Q1 		$1.14M Buy
4,307
+399
+10% +$71.8K 0.03% 302
2023
Q4 		$504K Sell
3,908
-808
-17% -$88.2K 0.01% 437
2023
Q3 		$354K Buy
4,716
+1,808
+62% +$152K 0.01% 472
2023
Q2 		$208K Sell
2,908
-85
-3% -$5.07K 0.01% 543
2023
Q1 		$202K Buy
+2,993
New +$179K 0.01% 481
2022
Q2 		– Sell
-3,212
Closed -$473K – 398
2022
Q1 		$473K Buy
3,212
+105
+3% +$20.5K 0.02% 203
2021
Q4 		$729K Buy
3,107
+142
+5% +$41.3K 0.03% 157
2021
Q3 		$712K Buy
2,965
+1,277
+76% +$314K 0.03% 138
2021
Q2 		$429K Buy
+1,688
New +$438K 0.02% 185

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's COIN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Coinbase (COIN) stake by 11% in Q2 2026, buying an estimated $589K and bringing the position to 34,324 shares worth $5.02M. The position accounts for 0.05% of the portfolio, ranked #249.

Foundations Investment Advisors first reported a position in COIN in Q2 2021 and has held it in 18 quarters since. The position peaked at $7.53M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Foundations Investment Advisors held 34,324 shares of Coinbase worth $5.02M as of Q2 2026.
  • Foundations Investment Advisors bought 3,262 Coinbase shares in Q2 2026, an estimated $589K.
  • Coinbase made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • Foundations Investment Advisors first reported a position in Coinbase in Q2 2021 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Coinbase position peaked at $7.53M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.