LA
CRWV

Legacy Advisors’s CoreWeave CRWV Stock Holding History

Legacy 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 		$203K Buy
+2,039
New +$220K 0.02% 315
2025
Q4 		– Sell
-2,000
Closed -$274K – 295
2025
Q3 		$274K Buy
+2,000
New +$237K 0.03% 209

Other funds holding CRWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Advisors's CRWV Position: Q2 2026 in Review

Legacy Advisors opened a new position in CoreWeave (CRWV) in Q2 2026: 2,039 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in CRWV as recently as Q3 2025.

Legacy Advisors first reported a position in CRWV in Q3 2025 and has held it in 2 quarters since. The position peaked at $274K in Q3 2025. 595 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Legacy Advisors held 2,039 shares of CoreWeave worth $203K as of Q2 2026.
  • CoreWeave was a new Legacy Advisors position in Q2 2026.
  • CoreWeave made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #315 holding.
  • Legacy Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 2 quarters since.
  • Legacy Advisors's CoreWeave position peaked at $274K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.