Holos Integrated Wealth
CRWV icon

Holos Integrated Wealth’s CoreWeave CRWV Stock Holding History

Holos Integrated Wealth’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 		$38.1K Hold
623
– – 0.02% 179
2026
Q2 		$52K Hold
623
– – 0.02% 155
2026
Q1 		$53.1K Buy
+623
New +$54.1K 0.03% 152
2025
Q4 		– Sell
-310
Closed -$42.9K – 315
2025
Q3 		$42.9K Hold
310
– – 0.03% 120
2025
Q2 		$40.2K Buy
+310
New +$28.6K 0.02% 125

Other funds holding CRWV

Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Glynn Capital Management
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Holos Integrated Wealth's CRWV Position: Q3 2026 in Review

Holos Integrated Wealth held its CoreWeave (CRWV) position steady in Q3 2026 at 623 shares worth $38.1K. The position accounts for 0.02% of the portfolio, ranked #179.

Holos Integrated Wealth first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.1K in Q1 2026. 237 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Holos Integrated Wealth held 623 shares of CoreWeave worth $38.1K as of Q3 2026.
  • Holos Integrated Wealth left its CoreWeave share count unchanged in Q3 2026.
  • CoreWeave made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #179 holding.
  • Holos Integrated Wealth first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
  • Holos Integrated Wealth's CoreWeave position peaked at $53.1K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.