Wealthedge Investment Advisors’s Coinbase COIN Stock Holding History

Wealthedge Investment 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
2025 Q2	–	Sell	-2,452	Closed	-$422K	–	156
2025 Q1	$422K	Buy	+2,452	New	+$594K	0.19%	105

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Wealthedge Investment Advisors's COIN Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of Coinbase (COIN) in Q2 2025, closing a stake of 2,452 shares — an estimated $422K sold.

Wealthedge Investment Advisors first reported a position in COIN in Q1 2025 and held it in 1 quarter. The position peaked at $422K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Wealthedge Investment Advisors reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
Wealthedge Investment Advisors sold 2,452 Coinbase shares in Q2 2025, an estimated $422K.
Wealthedge Investment Advisors first reported a position in Coinbase in Q1 2025 and held it in 1 quarter.
Wealthedge Investment Advisors's Coinbase position peaked at $422K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.