Concurrent Investment Advisors
CRWV icon

Concurrent Investment Advisors’s CoreWeave CRWV Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-100
Closed -$16.3K – 1619
2025
Q2 		$16.3K Buy
+100
New +$9.22K ﹤0.01% 1384

Other funds holding CRWV

CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Concurrent Investment Advisors's CRWV Position: Q3 2026 in Review

Concurrent Investment Advisors increased its CoreWeave (CRWV) stake by 9% in Q3 2026, buying an estimated $201K and bringing the position to 28,591 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #727.

Concurrent Investment Advisors first reported a position in CRWV in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q1 2026. 109 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Concurrent Investment Advisors held 28,591 shares of CoreWeave worth $2.49M as of Q3 2026.
  • Concurrent Investment Advisors bought 2,352 CoreWeave shares in Q3 2026, an estimated $201K.
  • CoreWeave made up 0.02% of Concurrent Investment Advisors's portfolio in Q3 2026, its #727 holding.
  • Concurrent Investment Advisors first reported a position in CoreWeave in Q2 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's CoreWeave position peaked at $2.76M in Q1 2026.
  • 109 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.