CWS
CRWV

Cypress Wealth Services’s CoreWeave CRWV Stock Holding History

Cypress Wealth Services’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 		$319K Buy
+3,204
New +$346K 0.04% 321
2025
Q4 		– Sell
-1,813
Closed -$248K – 402
2025
Q3 		$248K Buy
+1,813
New +$214K 0.04% 285

Other funds holding CRWV

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's CRWV Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in CoreWeave (CRWV) in Q2 2026: 3,204 shares worth $319K. The stake represents 0.04% of the portfolio and ranks #321 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in CRWV as recently as Q3 2025.

Cypress Wealth Services first reported a position in CRWV in Q3 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Cypress Wealth Services held 3,204 shares of CoreWeave worth $319K as of Q2 2026.
  • CoreWeave was a new Cypress Wealth Services position in Q2 2026.
  • CoreWeave made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #321 holding.
  • Cypress Wealth Services first reported a position in CoreWeave in Q3 2025 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.