IWC
CRWV

Integrated Wealth Concepts’s CoreWeave CRWV Stock Holding History

Integrated Wealth Concepts’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 		$1.98M Sell
19,916
-4,888
-20% -$528K 0.01% 848
2026
Q1 		$1.92M Buy
24,804
+13,405
+118% +$1.16M 0.02% 764
2025
Q4 		$816K Sell
11,399
-1,838
-14% -$186K 0.01% 863
2025
Q3 		$1.81M Buy
13,237
+10,186
+334% +$1.21M 0.02% 714
2025
Q2 		$497K Buy
+3,051
New +$281K 0.01% 1275

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
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

Integrated Wealth Concepts's CRWV Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CoreWeave (CRWV) stake by 20% in Q2 2026, selling an estimated $528K and leaving 19,916 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #848.

Integrated Wealth Concepts first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. 971 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Integrated Wealth Concepts held 19,916 shares of CoreWeave worth $1.98M as of Q2 2026.
  • Integrated Wealth Concepts sold 4,888 CoreWeave shares in Q2 2026, an estimated $528K.
  • CoreWeave made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #848 holding.
  • Integrated Wealth Concepts first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
  • 971 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.