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Morling Financial Advisors’s Coinbase COIN Stock Holding History

Morling Financial 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
2025
Q3 		– Sell
-70,355
Closed -$24.7M – 106
2025
Q2 		$24.7M Sell
70,355
-445
-0.6% -$104K 8.06% 4
2025
Q1 		$12.2M Buy
70,800
+47
+0.1% +$11.4K 4.2% 8
2024
Q4 		$17.6M Sell
70,753
-407
-0.6% -$103K 6.12% 6
2024
Q3 		$12.7M Sell
71,160
-401
-0.6% -$80.3K 4.83% 7
2024
Q2 		$15.9M Sell
71,561
-2,000
-3% -$460K 6.93% 5
2024
Q1 		$19.5M Sell
73,561
-7,600
-9% -$1.37M 11.15% 2
2023
Q4 		$14.1M Sell
81,161
-5,450
-6% -$595K 11.39% 2
2023
Q3 		$6.5M Sell
86,611
-1,200
-1% -$101K 6.44% 5
2023
Q2 		$6.28M Sell
87,811
-40
-0% -$2.39K 6.04% 6
2023
Q1 		$5.94M Sell
87,851
-2,160
-2% -$129K 6.4% 5
2022
Q4 		$3.19M Sell
90,011
-4,004
-4% -$211K 4.06% 10
2022
Q3 		$6.06M Sell
94,015
-5,000
-5% -$349K 8.26% 3
2022
Q2 		$4.66M Buy
+99,015
New +$9.42M 6.08% 5
2022
Q1 		– Sell
-126,949
Closed -$32M – 83
2021
Q4 		$32M Buy
+126,949
New +$36.9M 30.65% 1

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morling Financial Advisors's COIN Position: Q3 2025 in Review

Morling Financial Advisors sold out of Coinbase (COIN) in Q3 2025, closing a stake of 70,355 shares — an estimated $24.7M sold.

Morling Financial Advisors first reported a position in COIN in Q4 2021 and held it in 14 quarters. The position peaked at $32M in Q4 2021. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Morling Financial Advisors reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 70,355 Coinbase shares in Q3 2025, an estimated $24.7M.
  • Morling Financial Advisors first reported a position in Coinbase in Q4 2021 and held it in 14 quarters.
  • Morling Financial Advisors's Coinbase position peaked at $32M in Q4 2021.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Morling Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.