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Coastline Trust’s CoreWeave CRWV Stock Holding History

Coastline 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
Q3 		– Sell
-854
Closed -$85K – 407
2026
Q2 		$85K Hold
854
– – 0.01% 252
2026
Q1 		$66.2K Hold
854
– – 0.01% 261
2025
Q4 		$61.2K Buy
+854
New +$86.6K 0.01% 267

Other funds holding CRWV

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Coastline Trust's CRWV Position: Q3 2026 in Review

Coastline Trust sold out of CoreWeave (CRWV) in Q3 2026, closing a stake of 854 shares — an estimated $85K sold.

Coastline Trust first reported a position in CRWV in Q4 2025 and held it in 3 quarters. The position peaked at $85K in Q2 2026. 37 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Coastline Trust reported no remaining CoreWeave position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 854 CoreWeave shares in Q3 2026, an estimated $85K.
  • Coastline Trust first reported a position in CoreWeave in Q4 2025 and held it in 3 quarters.
  • Coastline Trust's CoreWeave position peaked at $85K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.