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Moneta Group Investment Advisors’s Coinbase COIN Stock Holding History

Moneta Group Investment 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 		$631K Buy
4,315
+948
+28% +$171K ﹤0.01% 493
2026
Q1 		$588K Buy
3,367
+179
+6% +$35.2K ﹤0.01% 470
2025
Q4 		$721K Buy
3,188
+14
+0.4% +$4.17K 0.01% 421
2025
Q3 		$1.07M Buy
3,174
+65
+2% +$22K 0.01% 343
2025
Q2 		$1.09M Buy
3,109
+158
+5% +$36.9K 0.01% 297
2025
Q1 		$508K Sell
2,951
-171
-5% -$41.4K 0.01% 416
2024
Q4 		$775K Sell
3,122
-307
-9% -$77.9K 0.01% 318
2024
Q3 		$611K Buy
3,429
+227
+7% +$45.5K 0.01% 366
2024
Q2 		$712K Sell
3,202
-115
-3% -$26.5K 0.01% 323
2024
Q1 		$879K Buy
3,317
+153
+5% +$27.5K 0.01% 283
2023
Q4 		$550K Buy
+3,164
New +$346K 0.01% 328
2022
Q2 		– Sell
-1,185
Closed -$225K – 476
2022
Q1 		$225K Buy
+1,185
New +$232K 0.01% 401

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

Moneta Group Investment Advisors's COIN Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Coinbase (COIN) stake by 28% in Q2 2026, buying an estimated $171K and bringing the position to 4,315 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Moneta Group Investment Advisors first reported a position in COIN in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.09M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Moneta Group Investment Advisors held 4,315 shares of Coinbase worth $631K as of Q2 2026.
  • Moneta Group Investment Advisors bought 948 Coinbase shares in Q2 2026, an estimated $171K.
  • Coinbase made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #493 holding.
  • Moneta Group Investment Advisors first reported a position in Coinbase in Q1 2022 and has held it in 12 quarters since.
  • Moneta Group Investment Advisors's Coinbase position peaked at $1.09M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.