HHRDM
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H&H Retirement Design & Management’s Coinbase COIN Stock Holding History

H&H Retirement Design & 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
Q4 		– Sell
-1,200
Closed -$382K – 78
2025
Q3 		$382K Hold
1,200
– – 0.2% 64
2025
Q2 		$496K Buy
+1,200
New +$281K 0.27% 53

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

H&H Retirement Design & Management's COIN Position: Q4 2025 in Review

H&H Retirement Design & Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,200 shares — an estimated $382K sold.

H&H Retirement Design & Management first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $496K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • H&H Retirement Design & Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • H&H Retirement Design & Management sold 1,200 Coinbase shares in Q4 2025, an estimated $382K.
  • H&H Retirement Design & Management first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
  • H&H Retirement Design & Management's Coinbase position peaked at $496K in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on H&H Retirement Design & Management's 13F filing for Q4 2025, filed 4 Feb 2026.