HighTower Advisors’s Coinbase COIN Stock Holding History

HighTower 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 Q1	–	Sell	-400	Closed	-$6.75K	–	3810
2024 Q4	$6.75K	Buy	+400	New	+$102K	﹤0.01%	3606
2024 Q2	–	Sell	-500	Closed	-$727	–	3728
2024 Q1	$727	Sell	500 -200	-29%	-$36K	﹤0.01%	3533
2023 Q4	$14.4K	Buy	700 +695	+13,900%	+$75.9K	﹤0.01%	3417
2023 Q3	$1.22K	Sell	5 -200	-98%	-$16.9K	﹤0.01%	3478
2023 Q2	$6.33K	Sell	205 -15,295	-99%	-$912K	﹤0.01%	3330
2023 Q1	$96.1K	Buy	15,500 +15,497	+516,567%	+$928K	﹤0.01%	2957
2022 Q4	$9.08K	Sell	3 -3	-50%	-$158	﹤0.01%	3180
2022 Q3	$10K	Sell	6 -194	-97%	-$13.5K	﹤0.01%	3018
2022 Q2	$5K	Buy	200 +198	+9,900%	+$18.8K	﹤0.01%	3119
2022 Q1	$2K	Sell	2 -23	-92%	-$4.49K	﹤0.01%	3332
2021 Q4	$75K	Buy	+25	New	+$7.27K	﹤0.01%	2977

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

HighTower Advisors's COIN Position: Q1 2026 in Review

HighTower Advisors reduced its Coinbase (COIN) stake by 30% in Q1 2026, selling an estimated $6.28M and leaving 73,866 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #779.

HighTower Advisors first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $32.5M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

HighTower Advisors held 73,866 shares of Coinbase worth $12.9M as of Q1 2026.
HighTower Advisors sold 31,895 Coinbase shares in Q1 2026, an estimated $6.28M.
Coinbase made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #779 holding.
HighTower Advisors first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
HighTower Advisors's Coinbase position peaked at $32.5M in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.