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Robertson Stephens Wealth Management’s Coinbase COIN Stock Holding History

Robertson Stephens Wealth Management’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
Q3 		– Sell
-2,131
Closed -$747K – 538
2025
Q2 		$747K Sell
2,131
-6,980
-77% -$1.63M 0.02% 303
2025
Q1 		$1.57M Buy
9,111
+7,090
+351% +$1.72M 0.05% 217
2024
Q4 		$502K Buy
2,021
+11
+0.5% +$2.79K 0.02% 359
2024
Q3 		$358K Sell
2,010
-89
-4% -$17.8K 0.01% 495
2024
Q2 		$466K Buy
2,099
+89
+4% +$20.5K 0.02% 345
2024
Q1 		$533K Buy
+2,010
New +$362K 0.03% 335

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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Robertson Stephens Wealth Management's COIN Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Coinbase (COIN) in Q3 2025, closing a stake of 2,131 shares — an estimated $747K sold.

Robertson Stephens Wealth Management first reported a position in COIN in Q1 2024 and held it in 6 quarters. The position peaked at $1.57M in Q1 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,131 Coinbase shares in Q3 2025, an estimated $747K.
  • Robertson Stephens Wealth Management first reported a position in Coinbase in Q1 2024 and held it in 6 quarters.
  • Robertson Stephens Wealth Management's Coinbase position peaked at $1.57M in Q1 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.