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Innovative Asset Advisors Group’s Coinbase COIN Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-4
Closed -$698 – 435
2026
Q1 		$698 Buy
+4
New +$787 ﹤0.01% 975

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
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

Innovative Asset Advisors Group's COIN Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Coinbase (COIN) in Q2 2026, closing a stake of 4 shares — an estimated $698 sold.

Innovative Asset Advisors Group first reported a position in COIN in Q1 2026 and held it in 1 quarter. The position peaked at $698 in Q1 2026. 1,045 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 4 Coinbase shares in Q2 2026, an estimated $698.
  • Innovative Asset Advisors Group first reported a position in Coinbase in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Coinbase position peaked at $698 in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.