Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$202K Sell
2,612
-276
-10% -$24K ﹤0.01% 1408
2025
Q4
$207K Buy
+2,888
New +$293K ﹤0.01% 1375

Other funds holding CRWV

EP Wealth Advisors's CRWV Position: Q1 2026 in Review

EP Wealth Advisors reduced its CoreWeave (CRWV) stake by 9.6% in Q1 2026, selling an estimated $24K and leaving 2,612 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

EP Wealth Advisors first reported a position in CRWV in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • EP Wealth Advisors held 2,612 shares of CoreWeave worth $202K as of Q1 2026.
  • EP Wealth Advisors sold 276 CoreWeave shares in Q1 2026, an estimated $24K.
  • CoreWeave made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1408 holding.
  • EP Wealth Advisors first reported a position in CoreWeave in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's CoreWeave position peaked at $207K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.