Instrumental Wealth’s Coinbase COIN Stock Holding History

Instrumental Wealth’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 Q4	–	Sell	-647	Closed	-$213K	–	75
2025 Q3	$213K	Buy	647 +66	+11%	+$22.4K	0.15%	65
2025 Q2	$225K	Buy	+581	New	+$136K	0.18%	54

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Instrumental Wealth's COIN Position: Q4 2025 in Review

Instrumental Wealth sold out of Coinbase (COIN) in Q4 2025, closing a stake of 647 shares — an estimated $213K sold.

Instrumental Wealth first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q2 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Instrumental Wealth reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Instrumental Wealth sold 647 Coinbase shares in Q4 2025, an estimated $213K.
Instrumental Wealth first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
Instrumental Wealth's Coinbase position peaked at $225K in Q2 2025.
1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Instrumental Wealth's 13F filing for Q4 2025, filed 27 Feb 2026.