AssetMark Inc
CRWV

AssetMark Inc’s CoreWeave CRWV Stock Holding History

AssetMark Inc’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 		$38K Buy
382
+173
+83% +$18.7K ﹤0.01% 1941
2026
Q1 		$16.2K Buy
209
+95
+83% +$8.24K ﹤0.01% 2137
2025
Q4 		$8.13K Buy
114
+106
+1,325% +$10.7K ﹤0.01% 2295
2025
Q3 		$1.09K Buy
+8
New +$946 ﹤0.01% 2763

Other funds holding CRWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

AssetMark Inc's CRWV Position: Q2 2026 in Review

AssetMark Inc increased its CoreWeave (CRWV) stake by 83% in Q2 2026, buying an estimated $18.7K and bringing the position to 382 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

AssetMark Inc first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • AssetMark Inc held 382 shares of CoreWeave worth $38K as of Q2 2026.
  • AssetMark Inc bought 173 CoreWeave shares in Q2 2026, an estimated $18.7K.
  • CoreWeave made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1941 holding.
  • AssetMark Inc first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
  • 500 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.