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
2024 Q3	–	Sell	-300	Closed	-$66.7K	–	1486
2024 Q2	$66.7K	Buy	+300	New	+$69K	﹤0.01%	1368

Other funds holding COIN

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

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 $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.