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Kapstone Financial Advisors’s CoreWeave CRWV Stock Holding History

Kapstone Financial Advisors’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 		$352K Buy
3,535
+48
+1% +$5.18K 0.15% 98
2026
Q1 		$270K Buy
3,487
+620
+22% +$53.8K 0.13% 111
2025
Q4 		$205K Hold
2,867
– – 0.1% 122
2025
Q3 		$392K Buy
2,867
+869
+43% +$103K 0.18% 67
2025
Q2 		$326K Buy
+1,998
New +$184K 0.16% 74

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

Kapstone Financial Advisors's CRWV Position: Q2 2026 in Review

Kapstone Financial Advisors increased its CoreWeave (CRWV) stake by 1.4% in Q2 2026, buying an estimated $5.18K and bringing the position to 3,535 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #98.

Kapstone Financial Advisors first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $392K in Q3 2025. 973 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Kapstone Financial Advisors held 3,535 shares of CoreWeave worth $352K as of Q2 2026.
  • Kapstone Financial Advisors bought 48 CoreWeave shares in Q2 2026, an estimated $5.18K.
  • CoreWeave made up 0.15% of Kapstone Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Kapstone Financial Advisors first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
  • Kapstone Financial Advisors's CoreWeave position peaked at $392K in Q3 2025.
  • 973 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.