Advisor OS’s CoreWeave CRWV Stock Holding History

Advisor OS’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 Q2	$308K	Sell	3,094 -10	-0.3%	-$1.08K	0.02%	443
2026 Q1	$240K	Buy	+3,104	New	+$269K	0.02%	488

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Advisor OS's CRWV Position: Q2 2026 in Review

Advisor OS reduced its CoreWeave (CRWV) stake by 0.32% in Q2 2026, selling an estimated $1.08K and leaving 3,094 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #443.

Advisor OS first reported a position in CRWV in Q1 2026 and has held it in 2 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Advisor OS held 3,094 shares of CoreWeave worth $308K as of Q2 2026.
Advisor OS sold 10 CoreWeave shares in Q2 2026, an estimated $1.08K.
CoreWeave made up 0.02% of Advisor OS's portfolio in Q2 2026, its #443 holding.
Advisor OS first reported a position in CoreWeave in Q1 2026 and has held it in 2 quarters since.
969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.