Oliver Lagore Vanvalin Investment Group’s Coinbase COIN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$67.2K	Buy	+390	New	+$91.2K	0.03%	216
2024 Q4	$102K	Hold	410	–	–	0.03%	178
2024 Q3	$73K	Sell	410 -245	-37%	-$49.1K	0.02%	209
2024 Q2	$146K	Buy	655 +300	+85%	+$69K	0.04%	141
2024 Q1	$94.1K	Hold	355	–	–	0.03%	178
2023 Q4	$61.7K	Hold	355	–	–	0.02%	199
2023 Q3	$26.7K	Sell	355 -410	-54%	-$34.6K	0.01%	312
2023 Q2	$54.7K	Buy	765 +385	+101%	+$23K	0.02%	242
2023 Q1	$25.7K	Sell	380 -1,097	-74%	-$65.7K	0.01%	262
2022 Q4	$52.3K	Sell	1,477 -1,306	-47%	-$68.8K	0.03%	177
2022 Q3	$179K	Sell	2,783 -250	-8%	-$17.5K	0.12%	90
2022 Q2	$143K	Buy	3,033 +174	+6%	+$16.6K	0.08%	108
2022 Q1	$546K	Buy	+2,859	New	+$559K	0.37%	51

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's COIN Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Coinbase (COIN) in Q2 2025: 390 shares worth $67.2K. The stake represents 0.03% of the portfolio and ranks #216 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in COIN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in COIN in Q1 2022 and has held it in 13 quarters since. The position peaked at $546K in Q1 2022. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 390 shares of Coinbase worth $67.2K as of Q2 2025.
Coinbase was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Coinbase made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #216 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Coinbase in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Coinbase position peaked at $546K in Q1 2022.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.