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Waldron Private Wealth’s Coinbase COIN Stock Holding History

Waldron Private Wealth’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
Q3 		– Sell
-636
Closed -$223K – 315
2025
Q2 		$223K Buy
+636
New +$149K 0.01% 282
2025
Q1 		– Sell
-2,557
Closed -$635K – 324
2024
Q4 		$635K Buy
2,557
+155
+6% +$39.3K 0.03% 222
2024
Q3 		$428K Buy
2,402
+143
+6% +$28.6K 0.02% 273
2024
Q2 		$502K Sell
2,259
-209
-8% -$48.1K 0.02% 234
2024
Q1 		$654K Sell
2,468
-127
-5% -$22.9K 0.03% 203
2023
Q4 		$451K Sell
2,595
-138
-5% -$15.1K 0.02% 245
2023
Q3 		$205K Buy
+2,733
New +$230K 0.01% 354
2022
Q1 		– Sell
-863
Closed -$217K – 404
2021
Q4 		$217K Buy
+863
New +$251K 0.01% 354
2021
Q3 		– Sell
-863
Closed -$218K – 360
2021
Q2 		$218K Buy
+863
New +$224K 0.01% 313

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Waldron Private Wealth's COIN Position: Q3 2025 in Review

Waldron Private Wealth sold out of Coinbase (COIN) in Q3 2025, closing a stake of 636 shares — an estimated $223K sold.

Waldron Private Wealth first reported a position in COIN in Q2 2021 and held it in 9 quarters. The position peaked at $654K in Q1 2024. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Waldron Private Wealth reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 636 Coinbase shares in Q3 2025, an estimated $223K.
  • Waldron Private Wealth first reported a position in Coinbase in Q2 2021 and held it in 9 quarters.
  • Waldron Private Wealth's Coinbase position peaked at $654K in Q1 2024.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Waldron Private Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.