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Richards, Merrill & Peterson’s Coinbase COIN Stock Holding History

Richards, Merrill & Peterson’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 		– Sell
-158
Closed -$27.2K – 250
2025
Q1 		$27.2K Buy
158
+20
+14% +$4.84K 0.01% 313
2024
Q4 		$34.3K Buy
+138
New +$35K 0.02% 278

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Richards, Merrill & Peterson's COIN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Coinbase (COIN) in Q2 2025, closing a stake of 158 shares — an estimated $27.2K sold.

Richards, Merrill & Peterson first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $34.3K in Q4 2024. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 158 Coinbase shares in Q2 2025, an estimated $27.2K.
  • Richards, Merrill & Peterson first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Coinbase position peaked at $34.3K in Q4 2024.
  • 1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.