LPL Financial’s CoreWeave CRWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$747K Hold
7,500
﹤0.01% 4675
2026
Q1
$581K Buy
7,500
+1,500
+25% +$130K ﹤0.01% 4629
2025
Q4
$430K Buy
6,000
+3,000
+100% +$304K ﹤0.01% 4854
2025
Q3
$411K Buy
+3,000
New +$355K ﹤0.01% 4793

Other funds holding CRWV

LPL Financial's CRWV Position: Q2 2026 in Review

LPL Financial increased its CoreWeave (CRWV) stake by 22% in Q2 2026, buying an estimated $19.4M and bringing the position to 981,268 shares worth $97.7M. The position accounts for 0.02% of the portfolio, ranked #678.

LPL Financial first reported a position in CRWV in Q1 2025 and has held it in 6 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • LPL Financial held 981,268 shares of CoreWeave worth $97.7M as of Q2 2026.
  • LPL Financial bought 179,900 CoreWeave shares in Q2 2026, an estimated $19.4M.
  • CoreWeave made up 0.02% of LPL Financial's portfolio in Q2 2026, its #678 holding.
  • LPL Financial first reported a position in CoreWeave in Q1 2025 and has held it in 6 quarters since.
  • 969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

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