Exencial Wealth Advisors’s CoreWeave CRWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$331K Sell
4,270
-16
-0.4% -$1.39K 0.01% 464
2025
Q4
$307K Buy
4,286
+257
+6% +$26.1K 0.01% 465
2025
Q3
$551K Buy
+4,029
New +$477K 0.02% 362

Other funds holding CRWV

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

Exencial Wealth Advisors reduced its CoreWeave (CRWV) stake by 0.37% in Q1 2026, selling an estimated $1.39K and leaving 4,270 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #464.

Exencial Wealth Advisors first reported a position in CRWV in Q3 2025 and has held it in 3 quarters since. The position peaked at $551K in Q3 2025. 778 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Exencial Wealth Advisors held 4,270 shares of CoreWeave worth $331K as of Q1 2026.
  • Exencial Wealth Advisors sold 16 CoreWeave shares in Q1 2026, an estimated $1.39K.
  • CoreWeave made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #464 holding.
  • Exencial Wealth Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 3 quarters since.
  • Exencial Wealth Advisors's CoreWeave position peaked at $551K in Q3 2025.
  • 778 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.