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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Advisor Group's COIN Position: Q1 2026 in Review

United Advisor Group reduced its Coinbase (COIN) stake by 0.37% in Q1 2026, selling an estimated $2.76K and leaving 3,739 shares worth $653K. The position accounts for 0.08% of the portfolio, ranked #237.

United Advisor Group first reported a position in COIN in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.08M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • United Advisor Group held 3,739 shares of Coinbase worth $653K as of Q1 2026.
  • United Advisor Group sold 14 Coinbase shares in Q1 2026, an estimated $2.76K.
  • Coinbase made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #237 holding.
  • United Advisor Group first reported a position in Coinbase in Q4 2024 and has held it in 4 quarters since.
  • United Advisor Group's Coinbase position peaked at $4.08M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.