Grassi Investment Management’s Coinbase COIN Stock Holding History

Grassi 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
2025 Q2	$228K	Buy	+650	New	+$152K	0.02%	121
2023 Q4	–	Sell	-3,175	Closed	-$238K	–	123
2023 Q3	$238K	Sell	3,175 -800	-20%	-$67.4K	0.03%	109
2023 Q2	$284K	Buy	3,975 +575	+17%	+$34.3K	0.03%	102
2023 Q1	$230K	Buy	+3,400	New	+$204K	0.03%	114
2022 Q4	–	Sell	-5,000	Closed	-$322K	–	122
2022 Q3	$322K	Sell	5,000 -245	-5%	-$17.1K	0.05%	99
2022 Q2	$247K	Buy	5,245 +2,275	+77%	+$217K	0.03%	114
2022 Q1	$564K	Buy	2,970 +1,200	+68%	+$234K	0.06%	98
2021 Q4	$447K	Sell	1,770 -250	-12%	-$72.7K	0.04%	109
2021 Q3	$460K	Buy	2,020 +810	+67%	+$199K	0.05%	109
2021 Q2	$306K	Buy	+1,210	New	+$314K	0.03%	120

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Grassi Investment Management's COIN Position: Q2 2025 in Review

Grassi Investment Management opened a new position in Coinbase (COIN) in Q2 2025: 650 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: Grassi Investment Management previously reported a position in COIN as recently as Q3 2023.

Grassi Investment Management first reported a position in COIN in Q2 2021 and has held it in 10 quarters since. The position peaked at $564K in Q1 2022. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Grassi Investment Management held 650 shares of Coinbase worth $228K as of Q2 2025.
Coinbase was a new Grassi Investment Management position in Q2 2025.
Coinbase made up 0.02% of Grassi Investment Management's portfolio in Q2 2025, its #121 holding.
Grassi Investment Management first reported a position in Coinbase in Q2 2021 and has held it in 10 quarters since.
Grassi Investment Management's Coinbase position peaked at $564K in Q1 2022.
1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.