DAS
CRWV

Dynamic Advisor Solutions’s CoreWeave CRWV Stock Holding History

Dynamic Advisor Solutions’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 		$426K Sell
4,280
-475
-10% -$51.3K 0.01% 727
2026
Q1 		$368K Buy
4,755
+1,408
+42% +$122K 0.01% 739
2025
Q4 		$240K Sell
3,347
-437
-12% -$44.3K 0.01% 851
2025
Q3 		$518K Buy
+3,784
New +$448K 0.02% 617

Other funds holding CRWV

CS
Cisco Systems San Jose, California $405M AUM 4.84% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dynamic Advisor Solutions's CRWV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its CoreWeave (CRWV) stake by 10% in Q2 2026, selling an estimated $51.3K and leaving 4,280 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #727.

Dynamic Advisor Solutions first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. The position peaked at $518K in Q3 2025. 150 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Dynamic Advisor Solutions held 4,280 shares of CoreWeave worth $426K as of Q2 2026.
  • Dynamic Advisor Solutions sold 475 CoreWeave shares in Q2 2026, an estimated $51.3K.
  • CoreWeave made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #727 holding.
  • Dynamic Advisor Solutions first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's CoreWeave position peaked at $518K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.