Dynamic Advisor Solutions
CRWV icon

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
Q3 		$405K Buy
4,644
+364
+9% +$31.1K 0.01% 722
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

Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Glynn Capital Management
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Dynamic Advisor Solutions's CRWV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its CoreWeave (CRWV) stake by 8.5% in Q3 2026, buying an estimated $31.1K and bringing the position to 4,644 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #722.

Dynamic Advisor Solutions first reported a position in CRWV in Q3 2025 and has held it in 5 quarters since. The position peaked at $518K in Q3 2025. 199 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Dynamic Advisor Solutions held 4,644 shares of CoreWeave worth $405K as of Q3 2026.
  • Dynamic Advisor Solutions bought 364 CoreWeave shares in Q3 2026, an estimated $31.1K.
  • CoreWeave made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #722 holding.
  • Dynamic Advisor Solutions first reported a position in CoreWeave in Q3 2025 and has held it in 5 quarters since.
  • Dynamic Advisor Solutions's CoreWeave position peaked at $518K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.