BRWA
CRWV

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 		– Sell
-120,000
Closed -$83K – 1018
2026
Q1 		$83K Buy
120,000
+119,600
+29,900% +$10.4M 0.01% 793
2025
Q4 		$28.6K Sell
400
-79,600
-100% -$8.07M ﹤0.01% 997
2025
Q3 		$109K Buy
+80,000
New +$9.46M 0.01% 948

Other funds holding CRWV

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 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. 253 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.
  • 253 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.