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Soltis Investment Advisors’s Coinbase COIN Stock Holding History

Soltis Investment 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
Q1 		$291K Sell
1,665
-12,907
-89% -$2.54M 0.02% 444
2025
Q4 		$3.3M Buy
14,572
+1,523
+12% +$454K 0.22% 109
2025
Q3 		$4.4M Buy
13,049
+35
+0.3% +$11.9K 0.3% 78
2025
Q2 		$4.56M Buy
13,014
+3,502
+37% +$819K 0.36% 69
2025
Q1 		$1.64M Buy
9,512
+3,767
+66% +$912K 0.15% 141
2024
Q4 		$1.43M Buy
+5,745
New +$1.46M 0.13% 144

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

Soltis Investment Advisors's COIN Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Coinbase (COIN) stake by 89% in Q1 2026, selling an estimated $2.54M and leaving 1,665 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #444.

Soltis Investment Advisors first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.56M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Soltis Investment Advisors held 1,665 shares of Coinbase worth $291K as of Q1 2026.
  • Soltis Investment Advisors sold 12,907 Coinbase shares in Q1 2026, an estimated $2.54M.
  • Coinbase made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #444 holding.
  • Soltis Investment Advisors first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Soltis Investment Advisors's Coinbase position peaked at $4.56M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.