Heartwood Wealth Advisors’s Coinbase COIN Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-3	Closed	-$1.01K	–	285
2025 Q3	$1.01K	Buy	+3	New	+$1.02K	﹤0.01%	549

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

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

Norges Bank Oslo, Norway $935B AUM

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heartwood Wealth Advisors's COIN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 3 shares — an estimated $1.01K sold.

Heartwood Wealth Advisors first reported a position in COIN in Q3 2025 and held it in 1 quarter. The position peaked at $1.01K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 3 Coinbase shares in Q4 2025, an estimated $1.01K.
Heartwood Wealth Advisors first reported a position in Coinbase in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Coinbase position peaked at $1.01K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.