IMA Advisory Services’s Coinbase COIN Stock Holding History

IMA Advisory Services’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 Q2	$146	Buy	+1	New	+$181	﹤0.01%	1358
2023 Q4	–	Sell	-24	Closed	-$1.8K	–	104
2023 Q3	$1.8K	Hold	24	–	–	﹤0.01%	272
2023 Q2	$1.72K	Hold	24	–	–	﹤0.01%	277
2023 Q1	$1.62K	Hold	24	–	–	﹤0.01%	282
2022 Q4	$849	Sell	24 -8	-25%	-$422	﹤0.01%	312
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	298
2022 Q2	$2K	Sell	32 -2,142	-99%	-$204K	﹤0.01%	303
2022 Q1	$413K	Buy	2,174 +335	+18%	+$65.5K	0.09%	104
2021 Q4	$464K	Sell	1,839 -447	-20%	-$130K	0.1%	106
2021 Q3	$520K	Sell	2,286 -2,097	-48%	-$516K	0.12%	99
2021 Q2	$1.11M	Buy	+4,383	New	+$1.14M	0.26%	88

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

IMA Advisory Services's COIN Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Coinbase (COIN) in Q2 2026: 1 share worth $146. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in COIN as recently as Q3 2023.

IMA Advisory Services first reported a position in COIN in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.11M in Q2 2021. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

IMA Advisory Services held 1 share of Coinbase worth $146 as of Q2 2026.
Coinbase was a new IMA Advisory Services position in Q2 2026.
Coinbase made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1358 holding.
IMA Advisory Services first reported a position in Coinbase in Q2 2021 and has held it in 11 quarters since.
IMA Advisory Services's Coinbase position peaked at $1.11M in Q2 2021.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.