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	-1	Closed	-$4	–	470
2025 Q3	$4	Buy	+1	New	+$339	﹤0.01%	1549

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 $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 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 $12.9B AUM 64.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.