Avantax Advisory Services’s CoreWeave CRWV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.46M	Buy	+8,959	New	+$826K	0.01%	955

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's CRWV Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in CoreWeave (CRWV) in Q2 2025: 8,959 shares worth $1.46M. The stake represents 0.01% of the portfolio and ranks #955 among its holdings.

407 funds tracked by Wall St. Rank hold CRWV as of Q2 2025.

Avantax Advisory Services held 8,959 shares of CoreWeave worth $1.46M as of Q2 2025.
CoreWeave was a new Avantax Advisory Services position in Q2 2025.
CoreWeave made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #955 holding.
407 funds tracked by Wall St. Rank held CoreWeave as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.