CCWM
CRWV

Cassaday & Co Wealth Management’s CoreWeave CRWV Stock Holding History

Cassaday & Co 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 		$39.8K Buy
400
+1
+0.3% +$108 ﹤0.01% 664
2026
Q1 		$30.9K Buy
+399
New +$34.6K ﹤0.01% 709

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

Cassaday & Co Wealth Management's CRWV Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its CoreWeave (CRWV) stake by 0.25% in Q2 2026, buying an estimated $108 and bringing the position to 400 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Cassaday & Co Wealth Management first reported a position in CRWV in Q1 2026 and has held it in 2 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Cassaday & Co Wealth Management held 400 shares of CoreWeave worth $39.8K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1 CoreWeave share in Q2 2026, an estimated $108.
  • CoreWeave made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #664 holding.
  • Cassaday & Co Wealth Management first reported a position in CoreWeave in Q1 2026 and has held it in 2 quarters since.
  • 969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.