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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.