Modera Wealth Management’s Coinbase COIN Stock Holding History

Modera Wealth Management’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
2025 Q4	–	Sell	-646	Closed	-$218K	–	646
2025 Q3	$218K	Sell	646 -38	-6%	-$12.9K	﹤0.01%	617
2025 Q2	$240K	Buy	+684	New	+$160K	﹤0.01%	584

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $935B AUM

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Modera Wealth Management's COIN Position: Q4 2025 in Review

Modera Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 646 shares — an estimated $218K sold.

Modera Wealth Management first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $240K in Q2 2025. 1,265 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Modera Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Modera Wealth Management sold 646 Coinbase shares in Q4 2025, an estimated $218K.
Modera Wealth Management first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
Modera Wealth Management's Coinbase position peaked at $240K in Q2 2025.
1,265 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.