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Sterling Investment Advisors (Pennsylvania)’s Coinbase COIN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2025
Q4 		– Sell
-665
Closed -$224K – 210
2025
Q3 		$224K Hold
665
– – 0.04% 179
2025
Q2 		$233K Buy
+665
New +$155K 0.05% 170
2022
Q3 		– Sell
-425
Closed -$20K – 199
2022
Q2 		$20K Hold
425
– – 0.01% 326
2022
Q1 		$81K Buy
425
+202
+91% +$39.5K 0.02% 216
2021
Q4 		$56K Sell
223
-100
-31% -$29.1K 0.02% 241
2021
Q3 		$73K Buy
323
+5
+2% +$1.23K 0.02% 219
2021
Q2 		$81K Buy
+318
New +$82.6K 0.02% 214

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s COIN Position: Q4 2025 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Coinbase (COIN) in Q4 2025, closing a stake of 665 shares — an estimated $224K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in COIN in Q2 2021 and held it in 7 quarters. The position peaked at $233K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 665 Coinbase shares in Q4 2025, an estimated $224K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Coinbase in Q2 2021 and held it in 7 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Coinbase position peaked at $233K in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2025, filed 9 Feb 2026.