Clearstead Advisors
CRWV icon

Clearstead Advisors’s CoreWeave CRWV Stock Holding History

Clearstead Advisors’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
Q3 		$159K Buy
1,828
+452
+33% +$38.6K ﹤0.01% 1114
2026
Q2 		$137K Buy
1,376
+1,245
+950% +$134K ﹤0.01% 1190
2026
Q1 		$10.1K Buy
131
+105
+404% +$9.11K ﹤0.01% 1590
2025
Q4 		$1.86K Buy
+26
New +$2.64K ﹤0.01% 2150

Other funds holding CRWV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Clearstead Advisors's CRWV Position: Q3 2026 in Review

Clearstead Advisors increased its CoreWeave (CRWV) stake by 33% in Q3 2026, buying an estimated $38.6K and bringing the position to 1,828 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Clearstead Advisors first reported a position in CRWV in Q4 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Clearstead Advisors held 1,828 shares of CoreWeave worth $159K as of Q3 2026.
  • Clearstead Advisors bought 452 CoreWeave shares in Q3 2026, an estimated $38.6K.
  • CoreWeave made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1114 holding.
  • Clearstead Advisors first reported a position in CoreWeave in Q4 2025 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.