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Cooper Financial Group’s CoreWeave CRWV Stock Holding History

Cooper Financial Group’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 		$267K Buy
3,066
+147
+5% +$12.6K 0.02% 373
2026
Q2 		$291K Sell
2,919
-100
-3% -$10.8K 0.02% 346
2026
Q1 		$234K Buy
+3,019
New +$262K 0.02% 376

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

Cooper Financial Group's CRWV Position: Q3 2026 in Review

Cooper Financial Group increased its CoreWeave (CRWV) stake by 5% in Q3 2026, buying an estimated $12.6K and bringing the position to 3,066 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #373.

Cooper Financial Group first reported a position in CRWV in Q1 2026 and has held it in 3 quarters since. The position peaked at $291K in Q2 2026. 37 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Cooper Financial Group held 3,066 shares of CoreWeave worth $267K as of Q3 2026.
  • Cooper Financial Group bought 147 CoreWeave shares in Q3 2026, an estimated $12.6K.
  • CoreWeave made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #373 holding.
  • Cooper Financial Group first reported a position in CoreWeave in Q1 2026 and has held it in 3 quarters since.
  • Cooper Financial Group's CoreWeave position peaked at $291K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.