Cornerstone Wealth Management’s CoreWeave CRWV Stock Holding History

Cornerstone Wealth Management’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	$329K	Sell	3,773 -75	-2%	-$6.4K	0.01%	593
2026 Q2	$383K	Sell	3,848 -40	-1%	-$4.32K	0.02%	548
2026 Q1	$301K	Sell	3,888 -28	-0.7%	-$2.43K	0.02%	575
2025 Q4	$280K	Sell	3,916 -735	-16%	-$74.5K	0.01%	563
2025 Q3	$637K	Sell	4,651 -1,226	-21%	-$145K	0.04%	362
2025 Q2	$958K	Sell	5,877 -2,323	-28%	-$214K	0.06%	269
2025 Q1	$304K	Buy	+8,200	New	+$316K	0.02%	471

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return

Cornerstone Wealth Management's CRWV Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its CoreWeave (CRWV) stake by 1.9% in Q3 2026, selling an estimated $6.4K and leaving 3,773 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #593.

Cornerstone Wealth Management first reported a position in CRWV in Q1 2025 and has held it in 7 quarters since. The position peaked at $958K in Q2 2025. 782 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

Cornerstone Wealth Management held 3,773 shares of CoreWeave worth $329K as of Q3 2026.
Cornerstone Wealth Management sold 75 CoreWeave shares in Q3 2026, an estimated $6.4K.
CoreWeave made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #593 holding.
Cornerstone Wealth Management first reported a position in CoreWeave in Q1 2025 and has held it in 7 quarters since.
Cornerstone Wealth Management's CoreWeave position peaked at $958K in Q2 2025.
782 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.