Diversify Advisory Services’s CoreWeave CRWV Stock Holding History

Diversify Advisory 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 Q3	$476K	Sell	6,834 -627	-8%	-$53.5K	0.01%	926
2026 Q2	$528K	Buy	+7,461	New	+$805K	0.01%	844
2026 Q1	–	Sell	-8,165	Closed	-$827K	–	916
2025 Q4	$827K	Sell	8,165 -43,008	-84%	-$4.36M	0.03%	445
2025 Q3	$6.46M	Buy	51,173 +44,512	+668%	+$5.27M	0.22%	77
2025 Q2	$991K	Buy	+6,661	New	+$614K	0.04%	332

Other funds holding CRWV

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Diversify Advisory Services's CRWV Position: Q3 2026 in Review

Diversify Advisory Services reduced its CoreWeave (CRWV) stake by 8.4% in Q3 2026, selling an estimated $53.5K and leaving 6,834 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #926.

Diversify Advisory Services first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.46M in Q3 2025. 175 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

Diversify Advisory Services held 6,834 shares of CoreWeave worth $476K as of Q3 2026.
Diversify Advisory Services sold 627 CoreWeave shares in Q3 2026, an estimated $53.5K.
CoreWeave made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #926 holding.
Diversify Advisory Services first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's CoreWeave position peaked at $6.46M in Q3 2025.
175 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.