MYIA
COIN icon

Mount Yale Investment Advisors’s Coinbase COIN Stock Holding History

Mount Yale 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 		$780K Sell
5,335
-571
-10% -$103K 0.01% 654
2026
Q1 		$1.03M Buy
5,906
+2,516
+74% +$495K 0.02% 509
2025
Q4 		$767K Sell
3,390
-1,295
-28% -$386K 0.04% 367
2025
Q3 		$1.58M Buy
4,685
+2,208
+89% +$749K 0.11% 203
2025
Q2 		$868K Buy
2,477
+119
+5% +$27.8K 0.07% 234
2025
Q1 		$406K Buy
2,358
+980
+71% +$237K 0.03% 370
2024
Q4 		$342K Buy
1,378
+83
+6% +$21.1K 0.03% 411
2024
Q3 		$231K Sell
1,295
-52
-4% -$10.4K 0.02% 499
2024
Q2 		$299K Sell
1,347
-98
-7% -$22.6K 0.02% 434
2024
Q1 		$383K Sell
1,445
-588
-29% -$106K 0.03% 402
2023
Q4 		$354K Buy
+2,033
New +$222K 0.03% 380

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's COIN Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Coinbase (COIN) stake by 9.7% in Q2 2026, selling an estimated $103K and leaving 5,335 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #654.

Mount Yale Investment Advisors first reported a position in COIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q3 2025. 1,119 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Mount Yale Investment Advisors held 5,335 shares of Coinbase worth $780K as of Q2 2026.
  • Mount Yale Investment Advisors sold 571 Coinbase shares in Q2 2026, an estimated $103K.
  • Coinbase made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #654 holding.
  • Mount Yale Investment Advisors first reported a position in Coinbase in Q4 2023 and has held it in 11 quarters since.
  • Mount Yale Investment Advisors's Coinbase position peaked at $1.58M in Q3 2025.
  • 1,119 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.