Tortoise Investment Management’s Coinbase COIN Stock Holding History

Tortoise Investment Management’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	-30	Closed	-$10.1K	–	469
2025 Q3	$10.1K	Buy	30 +2	+7%	+$678	﹤0.01%	613
2025 Q2	$9.81K	Buy	28 +8	+40%	+$1.87K	﹤0.01%	607
2025 Q1	$3.44K	Hold	20	–	–	﹤0.01%	663
2024 Q4	$4.97K	Hold	20	–	–	﹤0.01%	691
2024 Q3	$3.56K	Hold	20	–	–	﹤0.01%	716
2024 Q2	$4.45K	Hold	20	–	–	﹤0.01%	699
2024 Q1	$5.3K	Hold	20	–	–	﹤0.01%	675
2023 Q4	$3.48K	Hold	20	–	–	﹤0.01%	658
2023 Q3	$1.5K	Hold	20	–	–	﹤0.01%	722
2023 Q2	$1.43K	Hold	20	–	–	﹤0.01%	720
2023 Q1	$1.35K	Hold	20	–	–	﹤0.01%	716
2022 Q4	$708	Hold	20	–	–	﹤0.01%	732
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	723
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	707
2022 Q1	$4K	Sell	20 -42	-68%	-$8.21K	﹤0.01%	585
2021 Q4	$16K	Hold	62	–	–	﹤0.01%	425
2021 Q3	$14K	Hold	62	–	–	﹤0.01%	429
2021 Q2	$16K	Buy	+62	New	+$16.1K	﹤0.01%	406

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Investment Management's COIN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 30 shares — an estimated $10.1K sold.

Tortoise Investment Management first reported a position in COIN in Q2 2021 and held it in 18 quarters. The position peaked at $16K in Q4 2021. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Tortoise Investment Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 30 Coinbase shares in Q4 2025, an estimated $10.1K.
Tortoise Investment Management first reported a position in Coinbase in Q2 2021 and held it in 18 quarters.
Tortoise Investment Management's Coinbase position peaked at $16K in Q4 2021.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.