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
2025
Q4 		– Sell
-200
Closed -$10.7K – 4143
2025
Q3 		$10.7K Buy
+200
New +$23.7K ﹤0.01% 3841

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Creative Planning's CRWV Position: Q1 2026 in Review

Creative Planning reduced its CoreWeave (CRWV) stake by 23% in Q1 2026, selling an estimated $1.69M and leaving 66,537 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Creative Planning first reported a position in CRWV in Q2 2025 and has held it in 4 quarters since. The position peaked at $31.1M in Q3 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Creative Planning held 66,537 shares of CoreWeave worth $5.15M as of Q1 2026.
  • Creative Planning sold 19,511 CoreWeave shares in Q1 2026, an estimated $1.69M.
  • CoreWeave made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1170 holding.
  • Creative Planning first reported a position in CoreWeave in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's CoreWeave position peaked at $31.1M in Q3 2025.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.