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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moneta Group Investment Advisors's COIN Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Coinbase (COIN) stake by 5.6% in Q1 2026, buying an estimated $35.2K and bringing the position to 3,367 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Moneta Group Investment Advisors first reported a position in COIN in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Moneta Group Investment Advisors held 3,367 shares of Coinbase worth $588K as of Q1 2026.
  • Moneta Group Investment Advisors bought 179 Coinbase shares in Q1 2026, an estimated $35.2K.
  • Coinbase made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #470 holding.
  • Moneta Group Investment Advisors first reported a position in Coinbase in Q1 2022 and has held it in 11 quarters since.
  • Moneta Group Investment Advisors's Coinbase position peaked at $1.09M in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.