ISWM
CRWV

Independent Solutions Wealth Management’s CoreWeave CRWV Stock Holding History

Independent Solutions Wealth Management’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 		$3.53M Sell
35,472
-753
-2% -$81.3K 0.46% 63
2026
Q1 		$2.81M Buy
+36,225
New +$3.14M 0.41% 71

Other funds holding CRWV

MF
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NC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Independent Solutions Wealth Management's CRWV Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its CoreWeave (CRWV) stake by 2.1% in Q2 2026, selling an estimated $81.3K and leaving 35,472 shares worth $3.53M. The position accounts for 0.46% of the portfolio, ranked #63.

Independent Solutions Wealth Management first reported a position in CRWV in Q1 2026 and has held it in 2 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Independent Solutions Wealth Management held 35,472 shares of CoreWeave worth $3.53M as of Q2 2026.
  • Independent Solutions Wealth Management sold 753 CoreWeave shares in Q2 2026, an estimated $81.3K.
  • CoreWeave made up 0.46% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Independent Solutions Wealth Management first reported a position in CoreWeave in Q1 2026 and has held it in 2 quarters since.
  • 969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.