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Investment House LLC’s Coinbase COIN Stock Holding History

Investment House LLC’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 		– Sell
-2,446
Closed -$553K – 229
2025
Q4 		$553K Sell
2,446
-2,270
-48% -$676K 0.03% 167
2025
Q3 		$1.59M Buy
4,716
+2,584
+121% +$876K 0.08% 126
2025
Q2 		$747K Sell
2,132
-1,247
-37% -$292K 0.04% 160
2025
Q1 		$582K Buy
+3,379
New +$818K 0.03% 166

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment House LLC's COIN Position: Q1 2026 in Review

Investment House LLC sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,446 shares — an estimated $553K sold.

Investment House LLC first reported a position in COIN in Q1 2025 and held it in 4 quarters. The position peaked at $1.59M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Investment House LLC reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Investment House LLC sold 2,446 Coinbase shares in Q1 2026, an estimated $553K.
  • Investment House LLC first reported a position in Coinbase in Q1 2025 and held it in 4 quarters.
  • Investment House LLC's Coinbase position peaked at $1.59M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Investment House LLC's 13F filing for Q1 2026, filed 29 Apr 2026.