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 Q2	$14.5K	Buy	+146	New	+$15.8K	﹤0.01%	522
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

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Concord Wealth Partners's CRWV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in CoreWeave (CRWV) in Q2 2026: 146 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CRWV as recently as Q4 2025.

Concord Wealth Partners first reported a position in CRWV in Q2 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Concord Wealth Partners held 146 shares of CoreWeave worth $14.5K as of Q2 2026.
CoreWeave was a new Concord Wealth Partners position in Q2 2026.
CoreWeave made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #522 holding.
Concord Wealth Partners first reported a position in CoreWeave in Q2 2025 and has held it in 4 quarters since.
969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.