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Rothwell Investment Advisors, LLC’s CoreWeave CRWV Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CRWV Stock Details CRWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$109K Buy
+1,249
New +$107K 0.06% 272

Other funds holding CRWV

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Citigroup
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CRWV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in CoreWeave (CRWV) in Q3 2026: 1,249 shares worth $109K. The stake represents 0.06% of the portfolio and ranks #272 among its holdings.

499 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 1,249 shares of CoreWeave worth $109K as of Q3 2026.
  • CoreWeave was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • CoreWeave made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #272 holding.
  • 499 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.