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Simon Quick Advisors’s Coinbase COIN Stock Holding History

Simon Quick 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 		$1.02M Sell
6,960
-1,567
-18% -$283K 0.04% 198
2026
Q1 		$1.49M Buy
8,527
+6,795
+392% +$1.34M 0.07% 163
2025
Q4 		$392K Buy
1,732
+11
+0.6% +$3.28K 0.02% 278
2025
Q3 		$581K Buy
1,721
+213
+14% +$72.2K 0.03% 250
2025
Q2 		$529K Sell
1,508
-894
-37% -$209K 0.03% 241
2025
Q1 		$414K Buy
2,402
+280
+13% +$67.8K 0.02% 342
2024
Q4 		$527K Buy
2,122
+166
+8% +$42.1K 0.03% 235
2024
Q3 		$349K Buy
1,956
+226
+13% +$45.3K 0.02% 288
2024
Q2 		$384K Sell
1,730
-533
-24% -$123K 0.03% 255
2024
Q1 		$600K Sell
2,263
-1,000
-31% -$180K 0.05% 178
2023
Q4 		$568K Buy
3,263
+8
+0.2% +$874 0.05% 159
2023
Q3 		$244K Buy
3,255
+118
+4% +$9.95K 0.02% 272
2023
Q2 		$224K Sell
3,137
-30
-0.9% -$1.79K 0.02% 256
2023
Q1 		$214K Buy
+3,167
New +$190K 0.02% 250
2022
Q3 		– Sell
-2,477
Closed -$230K – 205
2022
Q2 		$230K Buy
+2,477
New +$236K 0.03% 156

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

Simon Quick Advisors's COIN Position: Q2 2026 in Review

Simon Quick Advisors reduced its Coinbase (COIN) stake by 18% in Q2 2026, selling an estimated $283K and leaving 6,960 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #198.

Simon Quick Advisors first reported a position in COIN in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Simon Quick Advisors held 6,960 shares of Coinbase worth $1.02M as of Q2 2026.
  • Simon Quick Advisors sold 1,567 Coinbase shares in Q2 2026, an estimated $283K.
  • Coinbase made up 0.04% of Simon Quick Advisors's portfolio in Q2 2026, its #198 holding.
  • Simon Quick Advisors first reported a position in Coinbase in Q2 2022 and has held it in 15 quarters since.
  • Simon Quick Advisors's Coinbase position peaked at $1.49M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.