CRWM
CRWV

Castle Rock Wealth Management’s CoreWeave CRWV Stock Holding History

Castle Rock 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 		$2.07M Sell
24,119
-904
-4% -$97.6K 0.41% 75
2026
Q1 		$2.06M Sell
25,023
-130
-0.5% -$11.3K 0.45% 65
2025
Q4 		$2.12M Buy
25,153
+21,833
+658% +$2.21M 0.46% 63
2025
Q3 		$457K Buy
3,320
+250
+8% +$29.6K 0.1% 163
2025
Q2 		$394K Buy
+3,070
New +$283K 0.09% 171

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

Castle Rock Wealth Management's CRWV Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its CoreWeave (CRWV) stake by 3.6% in Q2 2026, selling an estimated $97.6K and leaving 24,119 shares worth $2.07M. The position accounts for 0.41% of the portfolio, ranked #75.

Castle Rock Wealth Management first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.12M in Q4 2025. 967 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Castle Rock Wealth Management held 24,119 shares of CoreWeave worth $2.07M as of Q2 2026.
  • Castle Rock Wealth Management sold 904 CoreWeave shares in Q2 2026, an estimated $97.6K.
  • CoreWeave made up 0.41% of Castle Rock Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Castle Rock Wealth Management first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
  • Castle Rock Wealth Management's CoreWeave position peaked at $2.12M in Q4 2025.
  • 967 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.