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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
Q2 		– Sell
-1,665
Closed -$291K – 662
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 $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 $3.38T AUM 44.17% 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
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Soltis Investment Advisors's COIN Position: Q2 2026 in Review

Soltis Investment Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,665 shares — an estimated $291K sold.

Soltis Investment Advisors first reported a position in COIN in Q4 2024 and held it in 6 quarters. The position peaked at $4.56M in Q2 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Soltis Investment Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 1,665 Coinbase shares in Q2 2026, an estimated $291K.
  • Soltis Investment Advisors first reported a position in Coinbase in Q4 2024 and held it in 6 quarters.
  • Soltis Investment Advisors's Coinbase position peaked at $4.56M in Q2 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.