KWA
CRWV

Kingswood Wealth Advisors’s CoreWeave CRWV Stock Holding History

Kingswood Wealth 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 		$787K Sell
7,909
-6,304
-44% -$681K 0.03% 478
2026
Q1 		$1.1M Sell
14,213
-816
-5% -$70.8K 0.05% 362
2025
Q4 		$1.08M Buy
15,029
+6,431
+75% +$652K 0.05% 335
2025
Q3 		$1.18M Buy
8,598
+5,438
+172% +$643K 0.07% 282
2025
Q2 		$515K Buy
+3,160
New +$291K 0.04% 403

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

Kingswood Wealth Advisors's CRWV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its CoreWeave (CRWV) stake by 44% in Q2 2026, selling an estimated $681K and leaving 7,909 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #478.

Kingswood Wealth Advisors first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2025. 965 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Kingswood Wealth Advisors held 7,909 shares of CoreWeave worth $787K as of Q2 2026.
  • Kingswood Wealth Advisors sold 6,304 CoreWeave shares in Q2 2026, an estimated $681K.
  • CoreWeave made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #478 holding.
  • Kingswood Wealth Advisors first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's CoreWeave position peaked at $1.18M in Q3 2025.
  • 965 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.