HighPoint Advisor Group’s Coinbase COIN Stock Holding History

HighPoint 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	$279K	Sell	1,599 -6,902	-81%	-$1.36M	0.01%	547
2025 Q4	$1.92M	Buy	8,501 +1,373	+19%	+$409K	0.04%	322
2025 Q3	$2.41M	Buy	7,128 +432	+6%	+$146K	0.11%	141
2025 Q2	$2.35M	Buy	6,696 +137	+2%	+$32K	0.12%	136
2025 Q1	$1.35M	Buy	6,559 +4,072	+164%	+$986K	0.08%	203
2024 Q4	$664K	Sell	2,487 -2,174	-47%	-$552K	0.04%	314
2024 Q3	$852K	Buy	4,661 +2,179	+88%	+$436K	0.05%	258
2024 Q2	$557K	Buy	2,482 +148	+6%	+$34.1K	0.03%	330
2024 Q1	$466K	Sell	2,334 -387	-14%	-$69.6K	0.03%	362
2023 Q4	$761K	Buy	+2,721	New	+$297K	0.05%	267
2022 Q2	$204K	Buy	+3,940	New	+$375K	0.02%	492
2021 Q3	$1.13M	Buy	+4,958	New	+$1.22M	0.11%	148

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

HighPoint Advisor Group's COIN Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Coinbase (COIN) stake by 81% in Q1 2026, selling an estimated $1.36M and leaving 1,599 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #547.

HighPoint Advisor Group first reported a position in COIN in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.41M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

HighPoint Advisor Group held 1,599 shares of Coinbase worth $279K as of Q1 2026.
HighPoint Advisor Group sold 6,902 Coinbase shares in Q1 2026, an estimated $1.36M.
Coinbase made up 0.01% of HighPoint Advisor Group's portfolio in Q1 2026, its #547 holding.
HighPoint Advisor Group first reported a position in Coinbase in Q3 2021 and has held it in 12 quarters since.
HighPoint Advisor Group's Coinbase position peaked at $2.41M in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.