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TrueWealth Advisors’s Coinbase COIN Stock Holding History

TrueWealth 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
2025
Q4 		– Sell
-1,989
Closed -$671K – 242
2025
Q3 		$671K Buy
+1,989
New +$674K 0.18% 107

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrueWealth Advisors's COIN Position: Q4 2025 in Review

TrueWealth Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,989 shares — an estimated $671K sold.

TrueWealth Advisors first reported a position in COIN in Q3 2025 and held it in 1 quarter. The position peaked at $671K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • TrueWealth Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 1,989 Coinbase shares in Q4 2025, an estimated $671K.
  • TrueWealth Advisors first reported a position in Coinbase in Q3 2025 and held it in 1 quarter.
  • TrueWealth Advisors's Coinbase position peaked at $671K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on TrueWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.