Kovitz Investment Group Partners’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,835
Closed -$957K 615
2025
Q3
$957K Buy
2,835
+1,093
+63% +$371K ﹤0.01% 852
2025
Q2
$611K Buy
+1,742
New +$407K ﹤0.01% 920

Other funds holding COIN

Kovitz Investment Group Partners's COIN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Coinbase (COIN) in Q4 2025, closing a stake of 2,835 shares — an estimated $957K sold.

Kovitz Investment Group Partners first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $957K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,835 Coinbase shares in Q4 2025, an estimated $957K.
  • Kovitz Investment Group Partners first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Coinbase position peaked at $957K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.