CT
CRWV

Caldwell Trust’s CoreWeave CRWV Stock Holding History

Caldwell Trust’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 		$19.9K Hold
200
– – ﹤0.01% 609
2026
Q1 		$15.5K Buy
+200
New +$17.4K ﹤0.01% 621

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
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

Caldwell Trust's CRWV Position: Q2 2026 in Review

Caldwell Trust held its CoreWeave (CRWV) position steady in Q2 2026 at 200 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Caldwell Trust first reported a position in CRWV in Q1 2026 and has held it in 2 quarters since. 967 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Caldwell Trust held 200 shares of CoreWeave worth $19.9K as of Q2 2026.
  • Caldwell Trust left its CoreWeave share count unchanged in Q2 2026.
  • CoreWeave made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #609 holding.
  • Caldwell Trust first reported a position in CoreWeave in Q1 2026 and has held it in 2 quarters since.
  • 967 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.