CWP
CRWV

Concord Wealth Partners’s CoreWeave CRWV Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-43
Closed -$3.09K – 835
2025
Q4 		$3.09K Hold
43
– – ﹤0.01% 673
2025
Q3 		$5.91K Hold
43
– – ﹤0.01% 596
2025
Q2 		$7.04K Buy
+43
New +$3.96K ﹤0.01% 587

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NC
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VPM
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VCM
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BlackRock
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Jane Street
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VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Concord Wealth Partners's CRWV Position: Q1 2026 in Review

Concord Wealth Partners sold out of CoreWeave (CRWV) in Q1 2026, closing a stake of 43 shares — an estimated $3.09K sold.

Concord Wealth Partners first reported a position in CRWV in Q2 2025 and held it in 3 quarters. The position peaked at $7.04K in Q2 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Concord Wealth Partners reported no remaining CoreWeave position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 43 CoreWeave shares in Q1 2026, an estimated $3.09K.
  • Concord Wealth Partners first reported a position in CoreWeave in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's CoreWeave position peaked at $7.04K in Q2 2025.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.