HG
CRWV

Herbst Group’s CoreWeave CRWV Stock Holding History

Herbst Group’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
Q2 		$2.63M Sell
26,430
-8,775
-25% -$947K 1.43% 29
2026
Q1 		$2.73M Buy
+35,205
New +$3.06M 1.68% 28
2025
Q4 		– Sell
-26,870
Closed -$3.68M – 70
2025
Q3 		$3.68M Buy
+26,870
New +$3.18M 2.29% 18

Other funds holding CRWV

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Herbst Group's CRWV Position: Q2 2026 in Review

Herbst Group reduced its CoreWeave (CRWV) stake by 25% in Q2 2026, selling an estimated $947K and leaving 26,430 shares worth $2.63M. The position accounts for 1.43% of the portfolio, ranked #29.

Herbst Group first reported a position in CRWV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.68M in Q3 2025. 99 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Herbst Group held 26,430 shares of CoreWeave worth $2.63M as of Q2 2026.
  • Herbst Group sold 8,775 CoreWeave shares in Q2 2026, an estimated $947K.
  • CoreWeave made up 1.43% of Herbst Group's portfolio in Q2 2026, its #29 holding.
  • Herbst Group first reported a position in CoreWeave in Q3 2025 and has held it in 3 quarters since.
  • Herbst Group's CoreWeave position peaked at $3.68M in Q3 2025.
  • 99 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.