GoalVest Advisory’s Coinbase COIN Stock Holding History

GoalVest Advisory’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	–	Sell	-7,055	Closed	-$1.6M	–	466
2025 Q4	$1.6M	Buy	7,055 +1,755	+33%	+$523K	0.31%	52
2025 Q3	$1.79M	Buy	+5,300	New	+$1.8M	0.38%	42

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GoalVest Advisory's COIN Position: Q1 2026 in Review

GoalVest Advisory sold out of Coinbase (COIN) in Q1 2026, closing a stake of 7,055 shares — an estimated $1.6M sold.

GoalVest Advisory first reported a position in COIN in Q3 2025 and held it in 2 quarters. The position peaked at $1.79M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

GoalVest Advisory reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 7,055 Coinbase shares in Q1 2026, an estimated $1.6M.
GoalVest Advisory first reported a position in Coinbase in Q3 2025 and held it in 2 quarters.
GoalVest Advisory's Coinbase position peaked at $1.79M in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.