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Realta Investment Advisors’s Coinbase COIN Stock Holding History

Realta 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 		$1.14M Sell
7,812
-66
-0.8% -$11.9K 0.35% 70
2026
Q1 		$1.38M Buy
7,878
+172
+2% +$33.9K 0.48% 52
2025
Q4 		$1.74M Sell
7,706
-653
-8% -$195K 0.57% 44
2025
Q3 		$2.82M Buy
8,359
+1,740
+26% +$590K 0.94% 27
2025
Q2 		$2.32M Buy
6,619
+267
+4% +$62.4K 0.92% 24
2025
Q1 		$1.09M Sell
6,352
-332
-5% -$80.4K 0.5% 52
2024
Q4 		$1.81M Buy
6,684
+2,598
+64% +$660K 0.74% 32
2024
Q3 		$802K Sell
4,086
-2,296
-36% -$460K 0.37% 67
2024
Q2 		$1.42M Sell
6,382
-346
-5% -$79.6K 0.28% 84
2024
Q1 		$1.78M Sell
6,728
-3,263
-33% -$587K 0.37% 61
2023
Q4 		$1.74M Sell
9,991
-887
-8% -$96.9K 0.39% 53
2023
Q3 		$778K Sell
10,878
-1,002
-8% -$84.5K 0.18% 131
2023
Q2 		$850K Buy
11,880
+1,265
+12% +$75.5K 0.19% 126
2023
Q1 		$717K Buy
10,615
+823
+8% +$49.3K 0.17% 140
2022
Q4 		$347K Buy
9,792
+358
+4% +$18.9K 0.08% 273
2022
Q3 		$608K Buy
9,434
+1,680
+22% +$117K 0.16% 160
2022
Q2 		$380K Buy
+7,754
New +$738K 0.09% 233
2022
Q1 		– Sell
-6,470
Closed -$1.63M – 433
2021
Q4 		$1.63M Buy
6,470
+5,181
+402% +$1.51M 0.36% 60
2021
Q3 		$293K Buy
+1,289
New +$317K 0.07% 302

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Realta Investment Advisors reduced its Coinbase (COIN) stake by 0.84% in Q2 2026, selling an estimated $11.9K and leaving 7,812 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #70.

Realta Investment Advisors first reported a position in COIN in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.82M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Realta Investment Advisors held 7,812 shares of Coinbase worth $1.14M as of Q2 2026.
  • Realta Investment Advisors sold 66 Coinbase shares in Q2 2026, an estimated $11.9K.
  • Coinbase made up 0.35% of Realta Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Realta Investment Advisors first reported a position in Coinbase in Q3 2021 and has held it in 19 quarters since.
  • Realta Investment Advisors's Coinbase position peaked at $2.82M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.