WN
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Williams & Novak’s Coinbase COIN Stock Holding History

Williams & Novak’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
Q4 		– Sell
-1,723
Closed -$582K – 145
2025
Q3 		$582K Buy
+1,723
New +$584K 0.45% 59

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williams & Novak's COIN Position: Q4 2025 in Review

Williams & Novak sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,723 shares — an estimated $582K sold.

Williams & Novak first reported a position in COIN in Q3 2025 and held it in 1 quarter. The position peaked at $582K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Williams & Novak reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Williams & Novak sold 1,723 Coinbase shares in Q4 2025, an estimated $582K.
  • Williams & Novak first reported a position in Coinbase in Q3 2025 and held it in 1 quarter.
  • Williams & Novak's Coinbase position peaked at $582K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.