PWMAI
CRWV

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CoreWeave CRWV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q4 		– Sell
-155
Closed -$21.2K – 616
2025
Q3 		$21.2K Buy
+155
New +$18.3K 0.01% 355

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CRWV Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of CoreWeave (CRWV) in Q4 2025, closing a stake of 155 shares — an estimated $21.2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CRWV in Q3 2025 and held it in 1 quarter. The position peaked at $21.2K in Q3 2025. 726 funds tracked by Wall St. Rank hold CRWV as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining CoreWeave position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 155 CoreWeave shares in Q4 2025, an estimated $21.2K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CoreWeave in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CoreWeave position peaked at $21.2K in Q3 2025.
  • 726 funds tracked by Wall St. Rank held CoreWeave as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.