Capital Advisors Wealth Management’s CoreWeave CRWV Stock Holding History

Capital Advisors Wealth Management’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	$530K	Buy	5,321 +511	+11%	+$55.2K	0.06%	139
2026 Q1	$373K	Buy	4,810 +862	+22%	+$74.8K	0.05%	154
2025 Q4	$283K	Buy	3,948 +1,660	+73%	+$168K	0.04%	179
2025 Q3	$313K	Buy	+2,288	New	+$271K	0.04%	165

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

Capital Advisors Wealth Management's CRWV Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its CoreWeave (CRWV) stake by 11% in Q2 2026, buying an estimated $55.2K and bringing the position to 5,321 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #139.

Capital Advisors Wealth Management first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 965 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Capital Advisors Wealth Management held 5,321 shares of CoreWeave worth $530K as of Q2 2026.
Capital Advisors Wealth Management bought 511 CoreWeave shares in Q2 2026, an estimated $55.2K.
CoreWeave made up 0.06% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #139 holding.
Capital Advisors Wealth Management first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
965 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.