Orion Portfolio Solutions’s Coinbase COIN Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.38M	Sell	8,040 -1,983	-20%	-$480K	0.01%	907
2024 Q4	$2.49M	Buy	10,023 +3,918	+64%	+$995K	0.02%	586
2024 Q3	$1.09M	Buy	6,105 +1,347	+28%	+$270K	0.01%	1014
2024 Q2	$1.06M	Buy	4,758 +392	+9%	+$90.2K	0.01%	963
2024 Q1	$1.16M	Buy	4,366 +1,941	+80%	+$349K	0.01%	926
2023 Q4	$387K	Buy	+2,425	New	+$265K	﹤0.01%	1307
2023 Q2	–	Sell	-4,828	Closed	-$326K	–	1629
2023 Q1	$326K	Buy	+4,828	New	+$289K	﹤0.01%	1315

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Orion Portfolio Solutions's COIN Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Coinbase (COIN) stake by 20% in Q1 2025, selling an estimated $480K and leaving 8,040 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #907.

Orion Portfolio Solutions first reported a position in COIN in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.49M in Q4 2024. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

Orion Portfolio Solutions held 8,040 shares of Coinbase worth $1.38M as of Q1 2025.
Orion Portfolio Solutions sold 1,983 Coinbase shares in Q1 2025, an estimated $480K.
Coinbase made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #907 holding.
Orion Portfolio Solutions first reported a position in Coinbase in Q1 2023 and has held it in 7 quarters since.
Orion Portfolio Solutions's Coinbase position peaked at $2.49M in Q4 2024.
996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.