Intellectus Partners’s Coinbase COIN Stock Holding History

Intellectus Partners’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 Q1	$1.19M	Buy	6,841 +46	+0.7%	+$9.05K	0.24%	112
2025 Q4	$1.54M	Buy	6,795 +645	+10%	+$192K	0.3%	86
2025 Q3	$2.08M	Buy	6,150 +193	+3%	+$65.4K	0.4%	66
2025 Q2	$2.09M	Buy	5,957 +52	+0.9%	+$12.2K	0.45%	63
2025 Q1	$1.02M	Buy	5,905 +1,150	+24%	+$278K	0.25%	119
2024 Q4	$1.18M	Buy	4,755 +175	+4%	+$44.4K	0.26%	100
2024 Q3	$816K	Buy	4,580 +850	+23%	+$170K	0.21%	140
2024 Q2	$829K	Hold	3,730	–	–	0.23%	124
2024 Q1	$989K	Sell	3,730 -1,715	-31%	-$309K	0.26%	110
2023 Q4	$947K	Sell	5,445 -4,040	-43%	-$441K	0.27%	104
2023 Q3	$712K	Sell	9,485 -655	-6%	-$55.2K	0.23%	125
2023 Q2	$726K	Buy	10,140 +2,490	+33%	+$149K	0.22%	136
2023 Q1	$517K	Sell	7,650 -6,725	-47%	-$403K	0.16%	169
2022 Q4	$509K	Buy	14,375 +8,225	+134%	+$433K	0.18%	163
2022 Q3	$397K	Sell	6,150 -426	-6%	-$29.7K	0.14%	177
2022 Q2	$309K	Buy	+6,576	New	+$626K	0.11%	196
2022 Q1	–	Sell	-5,430	Closed	-$1.37M	–	240
2021 Q4	$1.37M	Buy	5,430 +205	+4%	+$59.6K	0.35%	75
2021 Q3	$1.19M	Buy	+5,225	New	+$1.29M	0.29%	95

Other funds holding COIN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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 $17.8B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return