Lido Advisors
COIN icon

Lido Advisors’s Coinbase COIN Stock Holding History

Lido Advisors’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 		$1.39M Sell
7,988
-277
-3% -$54.5K ﹤0.01% 828
2025
Q4 		$2.39M Buy
8,265
+294
+4% +$87.6K 0.01% 670
2025
Q3 		$2.69M Buy
7,971
+1,915
+32% +$649K 0.01% 605
2025
Q2 		$2.12M Buy
6,056
+2,390
+65% +$559K 0.01% 573
2025
Q1 		$632K Buy
3,666
+822
+29% +$199K ﹤0.01% 945
2024
Q4 		$706K Buy
2,844
+1,114
+64% +$283K ﹤0.01% 896
2024
Q3 		$308K Sell
1,730
-73
-4% -$14.6K ﹤0.01% 1153
2024
Q2 		$401K Sell
1,803
-608
-25% -$140K ﹤0.01% 1007
2024
Q1 		$639K Buy
2,411
+609
+34% +$110K ﹤0.01% 816
2023
Q4 		$313K Buy
+1,802
New +$197K ﹤0.01% 1018
2022
Q1 		– Sell
-2,526
Closed -$637K – 1008
2021
Q4 		$637K Buy
2,526
+961
+61% +$279K 0.01% 535
2021
Q3 		$356K Buy
1,565
+240
+18% +$59.1K 0.01% 696
2021
Q2 		$336K Buy
+1,325
New +$344K ﹤0.01% 675

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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 56.26% 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

Lido Advisors's COIN Position: Q1 2026 in Review

Lido Advisors reduced its Coinbase (COIN) stake by 3.4% in Q1 2026, selling an estimated $54.5K and leaving 7,988 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Lido Advisors first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.69M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Lido Advisors held 7,988 shares of Coinbase worth $1.39M as of Q1 2026.
  • Lido Advisors sold 277 Coinbase shares in Q1 2026, an estimated $54.5K.
  • Coinbase made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #828 holding.
  • Lido Advisors first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
  • Lido Advisors's Coinbase position peaked at $2.69M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.