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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
Q2 		$1.25M Buy
8,548
+3,474
+68% +$627K 0.03% 457
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 $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

Savvy Advisors Inc's COIN Position: Q2 2026 in Review

Savvy Advisors Inc increased its Coinbase (COIN) stake by 68% in Q2 2026, buying an estimated $627K and bringing the position to 8,548 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #457.

Savvy Advisors Inc first reported a position in COIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Savvy Advisors Inc held 8,548 shares of Coinbase worth $1.25M as of Q2 2026.
  • Savvy Advisors Inc bought 3,474 Coinbase shares in Q2 2026, an estimated $627K.
  • Coinbase made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #457 holding.
  • Savvy Advisors Inc first reported a position in Coinbase in Q3 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Coinbase position peaked at $1.33M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.