Integrated Wealth Concepts’s CoreWeave CRWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Integrated Wealth Concepts's CRWV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CoreWeave (CRWV) stake by 118% in Q1 2026, buying an estimated $1.16M and bringing the position to 24,804 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #764.

Integrated Wealth Concepts first reported a position in CRWV in Q2 2025 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Integrated Wealth Concepts held 24,804 shares of CoreWeave worth $1.92M as of Q1 2026.
  • Integrated Wealth Concepts bought 13,405 CoreWeave shares in Q1 2026, an estimated $1.16M.
  • CoreWeave made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #764 holding.
  • Integrated Wealth Concepts first reported a position in CoreWeave in Q2 2025 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.