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Savvy Advisors Inc’s Coinbase COIN Stock Holding History

Savvy Advisors Inc’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
Q1 		$886K Buy
5,074
+874
+21% +$172K 0.02% 466
2025
Q4 		$950K Buy
4,200
+250
+6% +$74.5K 0.03% 372
2025
Q3 		$1.33M Buy
3,950
+504
+15% +$171K 0.06% 222
2025
Q2 		$1.21M Buy
3,446
+95
+3% +$22.2K 0.08% 182
2025
Q1 		$577K Buy
3,351
+1,144
+52% +$277K 0.06% 265
2024
Q4 		$548K Sell
2,207
-2,946
-57% -$748K 0.07% 234
2024
Q3 		$918K Buy
+5,153
New +$1.03M 0.19% 114

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Savvy Advisors Inc's COIN Position: Q1 2026 in Review

Savvy Advisors Inc increased its Coinbase (COIN) stake by 21% in Q1 2026, buying an estimated $172K and bringing the position to 5,074 shares worth $886K. The position accounts for 0.02% of the portfolio, ranked #466.

Savvy Advisors Inc first reported a position in COIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Savvy Advisors Inc held 5,074 shares of Coinbase worth $886K as of Q1 2026.
  • Savvy Advisors Inc bought 874 Coinbase shares in Q1 2026, an estimated $172K.
  • Coinbase made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #466 holding.
  • Savvy Advisors Inc first reported a position in Coinbase in Q3 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Coinbase position peaked at $1.33M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.