Insigneo Advisory Services’s Coinbase COIN Stock Holding History

Insigneo 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	$1.47M	Sell	10,034 -5,829	-37%	-$1.05M	0.06%	240
2026 Q1	$2.77M	Buy	15,863 +2,223	+16%	+$438K	0.2%	97
2025 Q4	$3.08M	Buy	13,640 +6,531	+92%	+$1.95M	0.22%	81
2025 Q3	$2.4M	Buy	7,109 +2,006	+39%	+$680K	0.17%	105
2025 Q2	$1.79M	Buy	5,103 +1,813	+55%	+$424K	0.15%	127
2025 Q1	$567K	Buy	3,290 +723	+28%	+$175K	0.06%	268
2024 Q4	$637K	Sell	2,567 -1,304	-34%	-$331K	0.07%	247
2024 Q3	$690K	Buy	3,871 +1,047	+37%	+$210K	0.07%	243
2024 Q2	$535K	Sell	2,824 -1,230	-30%	-$283K	0.06%	276
2024 Q1	$1.07M	Sell	4,054 -90	-2%	-$16.2K	0.13%	156
2023 Q4	$721K	Sell	4,144 -610	-13%	-$66.6K	0.1%	181
2023 Q3	$357K	Sell	4,754 -19	-0.4%	-$1.6K	0.07%	247
2023 Q2	$342K	Buy	4,773 +1,632	+52%	+$97.3K	0.07%	256
2023 Q1	$210K	Buy	+3,141	New	+$188K	0.07%	261

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 $3.38T AUM 44.17% 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

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

Insigneo Advisory Services reduced its Coinbase (COIN) stake by 37% in Q2 2026, selling an estimated $1.05M and leaving 10,034 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #240.

Insigneo Advisory Services first reported a position in COIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.08M in Q4 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Insigneo Advisory Services held 10,034 shares of Coinbase worth $1.47M as of Q2 2026.
Insigneo Advisory Services sold 5,829 Coinbase shares in Q2 2026, an estimated $1.05M.
Coinbase made up 0.06% of Insigneo Advisory Services's portfolio in Q2 2026, its #240 holding.
Insigneo Advisory Services first reported a position in Coinbase in Q1 2023 and has held it in 14 quarters since.
Insigneo Advisory Services's Coinbase position peaked at $3.08M in Q4 2025.
1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.