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
Q2 		$363K Sell
2,486
-112
-4% -$20.2K ﹤0.01% 1324
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's COIN Position: Q2 2026 in Review

Waverly Advisors reduced its Coinbase (COIN) stake by 4.3% in Q2 2026, selling an estimated $20.2K and leaving 2,486 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Waverly Advisors first reported a position in COIN in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Waverly Advisors held 2,486 shares of Coinbase worth $363K as of Q2 2026.
  • Waverly Advisors sold 112 Coinbase shares in Q2 2026, an estimated $20.2K.
  • Coinbase made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1324 holding.
  • Waverly Advisors first reported a position in Coinbase in Q3 2021 and has held it in 10 quarters since.
  • Waverly Advisors's Coinbase position peaked at $1.15M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.