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Valeo Financial Advisors’s Coinbase COIN Stock Holding History

Valeo 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 		$405K Sell
2,769
-926
-25% -$167K 0.01% 521
2026
Q1 		$645K Buy
3,695
+1,192
+48% +$235K 0.02% 351
2025
Q4 		$566K Sell
2,503
-720
-22% -$215K 0.01% 428
2025
Q3 		$1.09M Sell
3,223
-1,526
-32% -$517K 0.02% 286
2025
Q2 		$1.66M Buy
4,749
+791
+20% +$185K 0.04% 197
2025
Q1 		$682K Buy
3,958
+1,709
+76% +$414K 0.02% 336
2024
Q4 		$558K Buy
2,249
+228
+11% +$57.9K 0.02% 388
2024
Q3 		$360K Sell
2,021
-35
-2% -$7.01K 0.01% 493
2024
Q2 		$457K Sell
2,056
-106
-5% -$24.4K 0.01% 417
2024
Q1 		$485K Sell
2,162
-165
-7% -$29.7K 0.02% 387
2023
Q4 		$404K Buy
+2,327
New +$254K 0.02% 414
2022
Q2 		– Sell
-3,546
Closed -$673K – 545
2022
Q1 		$673K Buy
+3,546
New +$693K 0.03% 266

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

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

Valeo Financial Advisors reduced its Coinbase (COIN) stake by 25% in Q2 2026, selling an estimated $167K and leaving 2,769 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #521.

Valeo Financial Advisors first reported a position in COIN in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.66M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Valeo Financial Advisors held 2,769 shares of Coinbase worth $405K as of Q2 2026.
  • Valeo Financial Advisors sold 926 Coinbase shares in Q2 2026, an estimated $167K.
  • Coinbase made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #521 holding.
  • Valeo Financial Advisors first reported a position in Coinbase in Q1 2022 and has held it in 12 quarters since.
  • Valeo Financial Advisors's Coinbase position peaked at $1.66M in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.