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Mountain Capital Investment Advisors’s Coinbase COIN Stock Holding History

Mountain Capital 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
2025
Q4 		– Sell
-1,187
Closed -$411K – 95
2025
Q3 		$411K Buy
1,187
+20
+2% +$6.78K 0.07% 46
2025
Q2 		$391K Sell
1,167
-10
-0.8% -$2.34K 0.08% 38
2025
Q1 		$240K Sell
1,177
-164
-12% -$39.7K 0.05% 49
2024
Q4 		$396K Hold
1,341
– – 0.08% 34
2024
Q3 		$428K Sell
1,341
-22
-2% -$4.41K 0.09% 34
2024
Q2 		$331K Sell
1,363
-30
-2% -$6.9K 0.08% 32
2024
Q1 		$338K Buy
1,393
+5
+0.4% +$900 0.09% 27
2023
Q4 		$221K Buy
+1,388
New +$152K 0.07% 57
2022
Q1 		– Sell
-1,322
Closed -$314K – 94
2021
Q4 		$314K Buy
1,322
+168
+15% +$48.8K 0.14% 107
2021
Q3 		$286K Buy
+1,154
New +$284K 0.15% 115

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mountain Capital Investment Advisors's COIN Position: Q4 2025 in Review

Mountain Capital Investment Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,187 shares — an estimated $411K sold.

Mountain Capital Investment Advisors first reported a position in COIN in Q3 2021 and held it in 10 quarters. The position peaked at $428K in Q3 2024. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Mountain Capital Investment Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,187 Coinbase shares in Q4 2025, an estimated $411K.
  • Mountain Capital Investment Advisors first reported a position in Coinbase in Q3 2021 and held it in 10 quarters.
  • Mountain Capital Investment Advisors's Coinbase position peaked at $428K in Q3 2024.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.