M.E. Allison & Co’s CoreWeave CRWV Stock Holding History

M.E. Allison & Co’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	$320K	Hold	3,210	–	–	0.18%	139
2026 Q1	$249K	Sell	3,210 -8,000	-71%	-$694K	0.16%	157
2025 Q4	$230K	Buy	11,210 +2,000	+22%	+$203K	0.16%	159
2025 Q3	$1.26M	Buy	+9,210	New	+$1.09M	0.88%	30

Other funds holding CRWV

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

M.E. Allison & Co's CRWV Position: Q2 2026 in Review

M.E. Allison & Co held its CoreWeave (CRWV) position steady in Q2 2026 at 3,210 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #139.

M.E. Allison & Co first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q3 2025. 99 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

M.E. Allison & Co held 3,210 shares of CoreWeave worth $320K as of Q2 2026.
M.E. Allison & Co left its CoreWeave share count unchanged in Q2 2026.
CoreWeave made up 0.18% of M.E. Allison & Co's portfolio in Q2 2026, its #139 holding.
M.E. Allison & Co first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
M.E. Allison & Co's CoreWeave position peaked at $1.26M in Q3 2025.
99 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.