B. Riley Wealth Advisors’s CoreWeave CRWV Stock Holding History

B. Riley Wealth Advisors’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	$1.1M	Sell	11,541 -14,876	-56%	-$1.61M	0.06%	294
2026 Q1	$1.83M	Buy	26,417 +8,994	+52%	+$781K	0.12%	173
2025 Q4	$1.25M	Buy	17,423 +4,141	+31%	+$420K	0.06%	304
2025 Q3	$1.82M	Buy	13,282 +10,415	+363%	+$1.23M	0.08%	222
2025 Q2	$467K	Buy	+2,867	New	+$264K	0.02%	552

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

B. Riley Wealth Advisors's CRWV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its CoreWeave (CRWV) stake by 56% in Q2 2026, selling an estimated $1.61M and leaving 11,541 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #294.

B. Riley Wealth Advisors first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q1 2026. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

B. Riley Wealth Advisors held 11,541 shares of CoreWeave worth $1.1M as of Q2 2026.
B. Riley Wealth Advisors sold 14,876 CoreWeave shares in Q2 2026, an estimated $1.61M.
CoreWeave made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #294 holding.
B. Riley Wealth Advisors first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
B. Riley Wealth Advisors's CoreWeave position peaked at $1.83M in Q1 2026.
969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.