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Essential Partners’s CoreWeave CRWV Stock Holding History

Essential Partners’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 		$108K Buy
1,245
+946
+316% +$80.8K 0.05% 408
2026
Q2 		$29.8K Buy
+299
New +$32.3K 0.01% 768
2026
Q1 		– Sell
-33
Closed -$2.36K – 3013
2025
Q4 		$2.36K Buy
+33
New +$3.35K ﹤0.01% 1744

Other funds holding CRWV

CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
GCM
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
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
NFSG
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Essential Partners's CRWV Position: Q3 2026 in Review

Essential Partners increased its CoreWeave (CRWV) stake by 316% in Q3 2026, buying an estimated $80.8K and bringing the position to 1,245 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #408.

Essential Partners first reported a position in CRWV in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Essential Partners held 1,245 shares of CoreWeave worth $108K as of Q3 2026.
  • Essential Partners bought 946 CoreWeave shares in Q3 2026, an estimated $80.8K.
  • CoreWeave made up 0.05% of Essential Partners's portfolio in Q3 2026, its #408 holding.
  • Essential Partners first reported a position in CoreWeave in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.