Bogart Wealth LLC’s CoreWeave CRWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$66.2K Sell
665
-276
-29% -$29.8K ﹤0.01% 482
2026
Q1
$72.9K Buy
941
+333
+55% +$28.9K ﹤0.01% 415
2025
Q4
$43.5K Buy
608
+403
+197% +$40.9K ﹤0.01% 507
2025
Q3
$28.1K Sell
205
-645
-76% -$76.3K ﹤0.01% 581
2025
Q2
$139K Buy
850
+750
+750% +$69.1K 0.01% 286
2025
Q1
$3.71K Buy
+100
New +$3.85K ﹤0.01% 958

Other funds holding CRWV

Bogart Wealth LLC's CRWV Position: Q2 2026 in Review

Bogart Wealth LLC reduced its CoreWeave (CRWV) stake by 29% in Q2 2026, selling an estimated $29.8K and leaving 665 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Bogart Wealth LLC first reported a position in CRWV in Q1 2025 and has held it in 6 quarters since. The position peaked at $139K in Q2 2025. 973 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Bogart Wealth LLC held 665 shares of CoreWeave worth $66.2K as of Q2 2026.
  • Bogart Wealth LLC sold 276 CoreWeave shares in Q2 2026, an estimated $29.8K.
  • CoreWeave made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #482 holding.
  • Bogart Wealth LLC first reported a position in CoreWeave in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's CoreWeave position peaked at $139K in Q2 2025.
  • 973 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.