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COIN icon

NewEdge Advisors’s Coinbase COIN Stock Holding History

NewEdge 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 		$3.56M Buy
20,404
+2,685
+15% +$529K 0.01% 828
2025
Q4 		$4.01M Buy
17,719
+564
+3% +$168K 0.01% 753
2025
Q3 		$5.79M Buy
17,155
+3,840
+29% +$1.3M 0.03% 568
2025
Q2 		$4.67M Buy
13,315
+632
+5% +$148K 0.02% 596
2025
Q1 		$2.18M Buy
12,683
+3,467
+38% +$839K 0.01% 819
2024
Q4 		$2.29M Buy
9,216
+2,752
+43% +$699K 0.01% 782
2024
Q3 		$1.15M Buy
6,464
+1,601
+33% +$321K 0.01% 1040
2024
Q2 		$1.08M Buy
4,863
+332
+7% +$76.4K 0.01% 1028
2024
Q1 		$1.2M Sell
4,531
-219
-5% -$39.4K 0.01% 912
2023
Q4 		$716K Sell
4,750
-10,492
-69% -$1.15M 0.01% 1107
2023
Q3 		$1.14M Buy
15,242
+11,270
+284% +$950K 0.01% 806
2023
Q2 		$284K Buy
3,972
+448
+13% +$26.7K ﹤0.01% 1474
2023
Q1 		$238K Sell
3,524
-1,434
-29% -$85.9K ﹤0.01% 1467
2022
Q4 		$65.8K Sell
4,958
-2,662
-35% -$140K ﹤0.01% 1612
2022
Q3 		$491K Buy
7,620
+2,399
+46% +$168K 0.01% 974
2022
Q2 		$245K Buy
+5,221
New +$497K ﹤0.01% 1306
2022
Q1 		– Sell
-9,173
Closed -$2.31M – 1241
2021
Q4 		$2.31M Buy
9,173
+4,564
+99% +$1.33M 0.03% 405
2021
Q3 		$1.05M Sell
4,609
-26
-0.6% -$6.4K 0.03% 511
2021
Q2 		$1.17M Buy
+4,635
New +$1.2M 0.03% 451

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

NewEdge Advisors's COIN Position: Q1 2026 in Review

NewEdge Advisors increased its Coinbase (COIN) stake by 15% in Q1 2026, buying an estimated $529K and bringing the position to 20,404 shares worth $3.56M. The position accounts for 0.01% of the portfolio, ranked #828.

NewEdge Advisors first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.79M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • NewEdge Advisors held 20,404 shares of Coinbase worth $3.56M as of Q1 2026.
  • NewEdge Advisors bought 2,685 Coinbase shares in Q1 2026, an estimated $529K.
  • Coinbase made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #828 holding.
  • NewEdge Advisors first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Coinbase position peaked at $5.79M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.