UCFA
COIN icon

United Capital Financial Advisors’s Coinbase COIN Stock Holding History

United Capital Financial 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
2026
Q2 		$885K Sell
6,053
-731
-11% -$132K ﹤0.01% 848
2026
Q1 		$1.18M Sell
6,784
-35
-0.5% -$6.89K 0.01% 697
2025
Q4 		$1.54M Sell
6,819
-302
-4% -$90K 0.01% 601
2025
Q3 		$2.4M Buy
7,121
+1,145
+19% +$388K 0.02% 426
2025
Q2 		$2.09M Buy
5,976
+1,435
+32% +$335K 0.02% 431
2025
Q1 		$782K Buy
4,541
+262
+6% +$63.4K 0.01% 624
2024
Q4 		$1.06M Sell
4,279
-18
-0.4% -$4.57K 0.01% 537
2024
Q3 		$766K Sell
4,297
-172
-4% -$34.5K 0.01% 605
2024
Q2 		$993K Sell
4,469
-319
-7% -$73.4K 0.01% 531
2024
Q1 		$1.27M Buy
4,788
+911
+23% +$164K 0.01% 512
2023
Q4 		$674K Buy
+3,877
New +$423K 0.01% 654
2022
Q4 		– Sell
-6,355
Closed -$410K – 1053
2022
Q3 		$410K Sell
6,355
-3,633
-36% -$254K ﹤0.01% 806
2022
Q2 		$470K Buy
9,988
+742
+8% +$70.6K ﹤0.01% 813
2022
Q1 		$1.76M Buy
9,246
+790
+9% +$154K 0.01% 546
2021
Q4 		$2.13M Buy
8,456
+1,003
+13% +$292K 0.01% 524
2021
Q3 		$1.7M Buy
7,453
+37
+0.5% +$9.11K 0.01% 561
2021
Q2 		$1.88M Buy
+7,416
New +$1.93M 0.01% 553

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 Capital Financial Advisors's COIN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Coinbase (COIN) stake by 11% in Q2 2026, selling an estimated $132K and leaving 6,053 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

United Capital Financial Advisors first reported a position in COIN in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.4M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • United Capital Financial Advisors held 6,053 shares of Coinbase worth $885K as of Q2 2026.
  • United Capital Financial Advisors sold 731 Coinbase shares in Q2 2026, an estimated $132K.
  • Coinbase made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #848 holding.
  • United Capital Financial Advisors first reported a position in Coinbase in Q2 2021 and has held it in 17 quarters since.
  • United Capital Financial Advisors's Coinbase position peaked at $2.4M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.