Creative Planning
CRWV

Creative Planning’s CoreWeave CRWV Stock Holding History

Creative Planning’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 		$3.9M Sell
39,162
-27,375
-41% -$2.96M ﹤0.01% 1592
2026
Q1 		$5.15M Sell
66,537
-19,511
-23% -$1.69M ﹤0.01% 1170
2025
Q4 		$6.16M Sell
86,048
-140,903
-62% -$14.3M ﹤0.01% 863
2025
Q3 		$31.1M Buy
226,951
+86,816
+62% +$10.3M 0.02% 270
2025
Q2 		$22.9M Buy
+140,135
New +$12.9M 0.02% 313

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
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

Creative Planning's CRWV Position: Q2 2026 in Review

Creative Planning reduced its CoreWeave (CRWV) stake by 41% in Q2 2026, selling an estimated $2.96M and leaving 39,162 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Creative Planning first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.1M in Q3 2025. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Creative Planning held 39,162 shares of CoreWeave worth $3.9M as of Q2 2026.
  • Creative Planning sold 27,375 CoreWeave shares in Q2 2026, an estimated $2.96M.
  • CoreWeave made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1592 holding.
  • Creative Planning first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's CoreWeave position peaked at $31.1M in Q3 2025.
  • 969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.