GVAG
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Great Valley Advisor Group’s Coinbase COIN Stock Holding History

Great Valley Advisor Group’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 		$2.12M Buy
12,113
+3,606
+42% +$710K 0.04% 361
2025
Q4 		$1.92M Buy
8,507
+1,428
+20% +$426K 0.04% 348
2025
Q3 		$2.39M Sell
7,079
-1,764
-20% -$598K 0.05% 301
2025
Q2 		$3.1M Buy
8,843
+987
+13% +$231K 0.07% 239
2025
Q1 		$1.35M Buy
7,856
+5,147
+190% +$1.25M 0.03% 384
2024
Q4 		$672K Sell
2,709
-1,043
-28% -$265K 0.02% 519
2024
Q3 		$668K Sell
3,752
-446
-11% -$89.3K 0.02% 502
2024
Q2 		$932K Sell
4,198
-1,434
-25% -$330K 0.03% 402
2024
Q1 		$1.49M Sell
5,632
-2,059
-27% -$371K 0.05% 309
2023
Q4 		$1.34M Buy
7,691
+301
+4% +$32.9K 0.05% 297
2023
Q3 		$555K Sell
7,390
-956
-11% -$80.6K 0.02% 413
2023
Q2 		$597K Buy
8,346
+538
+7% +$32.1K 0.03% 407
2023
Q1 		$527K Sell
7,808
-2,093
-21% -$125K 0.02% 427
2022
Q4 		$351K Sell
9,901
-700
-7% -$36.9K 0.02% 511
2022
Q3 		$684K Sell
10,601
-16
-0.2% -$1.12K 0.04% 366
2022
Q2 		$500K Buy
+10,617
New +$1.01M 0.03% 424
2022
Q1 		– Sell
-4,276
Closed -$1.07M – 594
2021
Q4 		$1.07M Buy
4,276
+2,260
+112% +$657K 0.07% 261
2021
Q3 		$459K Buy
+2,016
New +$496K 0.03% 380

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 56.26% 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

Great Valley Advisor Group's COIN Position: Q1 2026 in Review

Great Valley Advisor Group increased its Coinbase (COIN) stake by 42% in Q1 2026, buying an estimated $710K and bringing the position to 12,113 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #361.

Great Valley Advisor Group first reported a position in COIN in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.1M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Great Valley Advisor Group held 12,113 shares of Coinbase worth $2.12M as of Q1 2026.
  • Great Valley Advisor Group bought 3,606 Coinbase shares in Q1 2026, an estimated $710K.
  • Coinbase made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #361 holding.
  • Great Valley Advisor Group first reported a position in Coinbase in Q3 2021 and has held it in 18 quarters since.
  • Great Valley Advisor Group's Coinbase position peaked at $3.1M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.