CWP
CRWV

Cyndeo Wealth Partners’s CoreWeave CRWV Stock Holding History

Cyndeo Wealth Partners’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 		$418K Buy
4,202
+104
+3% +$11.2K 0.02% 375
2026
Q1 		$317K Buy
+4,098
New +$356K 0.02% 397
2025
Q4 		– Sell
-2,100
Closed -$287K – 508
2025
Q3 		$287K Buy
+2,100
New +$248K 0.02% 399

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

Cyndeo Wealth Partners's CRWV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its CoreWeave (CRWV) stake by 2.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,202 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #375.

Cyndeo Wealth Partners first reported a position in CRWV in Q3 2025 and has held it in 3 quarters since. 965 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Cyndeo Wealth Partners held 4,202 shares of CoreWeave worth $418K as of Q2 2026.
  • Cyndeo Wealth Partners bought 104 CoreWeave shares in Q2 2026, an estimated $11.2K.
  • CoreWeave made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #375 holding.
  • Cyndeo Wealth Partners first reported a position in CoreWeave in Q3 2025 and has held it in 3 quarters since.
  • 965 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.