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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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 56.25% 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

Mount Yale Investment Advisors's COIN Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Coinbase (COIN) stake by 74% in Q1 2026, buying an estimated $495K and bringing the position to 5,906 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #509.

Mount Yale Investment Advisors first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Mount Yale Investment Advisors held 5,906 shares of Coinbase worth $1.03M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,516 Coinbase shares in Q1 2026, an estimated $495K.
  • Coinbase made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #509 holding.
  • Mount Yale Investment Advisors first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
  • Mount Yale Investment Advisors's Coinbase position peaked at $1.58M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.