OneDigital Investment Advisors’s Coinbase COIN Stock Holding History

OneDigital 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	$296K	Sell	2,025 -116	-5%	-$20.9K	﹤0.01%	1295
2026 Q1	$374K	Sell	2,141 -1,173	-35%	-$231K	﹤0.01%	1079
2025 Q4	$749K	Buy	3,314 +664	+25%	+$198K	0.01%	776
2025 Q3	$894K	Sell	2,650 -169	-6%	-$57.3K	0.01%	698
2025 Q2	$988K	Buy	2,819 +331	+13%	+$77.4K	0.01%	640
2025 Q1	$429K	Buy	2,488 +796	+47%	+$193K	0.01%	917
2024 Q4	$420K	Buy	1,692 +551	+48%	+$140K	﹤0.01%	958
2024 Q3	$203K	Buy	1,141 +25	+2%	+$5.01K	﹤0.01%	1360
2024 Q2	$248K	Sell	1,116 -35	-3%	-$8.05K	﹤0.01%	1193
2024 Q1	$305K	Buy	+1,151	New	+$207K	﹤0.01%	907
2022 Q1	–	Sell	-904	Closed	-$228K	–	768
2021 Q4	$228K	Buy	+904	New	+$263K	0.01%	687

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OneDigital Investment Advisors's COIN Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Coinbase (COIN) stake by 5.4% in Q2 2026, selling an estimated $20.9K and leaving 2,025 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

OneDigital Investment Advisors first reported a position in COIN in Q4 2021 and has held it in 11 quarters since. The position peaked at $988K in Q2 2025. 772 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

OneDigital Investment Advisors held 2,025 shares of Coinbase worth $296K as of Q2 2026.
OneDigital Investment Advisors sold 116 Coinbase shares in Q2 2026, an estimated $20.9K.
Coinbase made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1295 holding.
OneDigital Investment Advisors first reported a position in Coinbase in Q4 2021 and has held it in 11 quarters since.
OneDigital Investment Advisors's Coinbase position peaked at $988K in Q2 2025.
772 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.