WA
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Waverly Advisors’s Coinbase COIN Stock Holding History

Waverly 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
Q1 		$454K Buy
2,598
+227
+10% +$44.7K ﹤0.01% 1126
2025
Q4 		$536K Sell
2,371
-1,035
-30% -$308K ﹤0.01% 977
2025
Q3 		$1.15M Buy
3,406
+2,592
+318% +$879K 0.01% 607
2025
Q2 		$285K Buy
+814
New +$190K ﹤0.01% 989
2024
Q3 		– Sell
-1,050
Closed -$233K – 812
2024
Q2 		$233K Buy
1,050
+59
+6% +$13.6K ﹤0.01% 727
2024
Q1 		$263K Buy
+991
New +$178K 0.01% 602
2022
Q2 		– Sell
-1,230
Closed -$234K – 212
2022
Q1 		$234K Buy
1,230
+1
+0.1% +$195 0.02% 179
2021
Q4 		$239K Buy
1,229
+100
+9% +$29.1K 0.02% 183
2021
Q3 		$380K Buy
+1,129
New +$278K 0.03% 148

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

Waverly Advisors's COIN Position: Q1 2026 in Review

Waverly Advisors increased its Coinbase (COIN) stake by 9.6% in Q1 2026, buying an estimated $44.7K and bringing the position to 2,598 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Waverly Advisors first reported a position in COIN in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.15M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Waverly Advisors held 2,598 shares of Coinbase worth $454K as of Q1 2026.
  • Waverly Advisors bought 227 Coinbase shares in Q1 2026, an estimated $44.7K.
  • Coinbase made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1126 holding.
  • Waverly Advisors first reported a position in Coinbase in Q3 2021 and has held it in 9 quarters since.
  • Waverly Advisors's Coinbase position peaked at $1.15M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.