UAG
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United Advisor Group’s Coinbase COIN Stock Holding History

United Advisor Group’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 		$117K Buy
800
+300
+60% +$54.2K 0.01% 537
2026
Q1 		$87.3K Hold
500
– – 0.01% 499
2025
Q4 		$113K Buy
+500
New +$149K 0.01% 472

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 $3.37T 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

United Advisor Group's COIN Position: Q2 2026 in Review

United Advisor Group increased its Coinbase (COIN) stake by 5.4% in Q2 2026, buying an estimated $36.5K and bringing the position to 3,941 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #291.

United Advisor Group first reported a position in COIN in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.08M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • United Advisor Group held 3,941 shares of Coinbase worth $576K as of Q2 2026.
  • United Advisor Group bought 202 Coinbase shares in Q2 2026, an estimated $36.5K.
  • Coinbase made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #291 holding.
  • United Advisor Group first reported a position in Coinbase in Q4 2024 and has held it in 5 quarters since.
  • United Advisor Group's Coinbase position peaked at $4.08M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.