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
Q2 		$435K Sell
2,974
-5,014
-63% -$905K ﹤0.01% 1559
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Lido Advisors's COIN Position: Q2 2026 in Review

Lido Advisors reduced its Coinbase (COIN) stake by 63% in Q2 2026, selling an estimated $905K and leaving 2,974 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Lido Advisors first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.69M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Lido Advisors held 2,974 shares of Coinbase worth $435K as of Q2 2026.
  • Lido Advisors sold 5,014 Coinbase shares in Q2 2026, an estimated $905K.
  • Coinbase made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1559 holding.
  • Lido Advisors first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • Lido Advisors's Coinbase position peaked at $2.69M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.