MSWA
CRWV

Marshall & Sterling Wealth Advisors’s CoreWeave CRWV Stock Holding History

Marshall & Sterling 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 		$19.9K Hold
200
– – 0.01% 210
2026
Q1 		$15.5K Hold
200
– – 0.01% 210
2025
Q4 		$14.3K Sell
200
-20
-9% -$2.03K 0.01% 213
2025
Q3 		$30.1K Buy
+220
New +$26K 0.02% 227

Other funds holding CRWV

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CRWV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its CoreWeave (CRWV) position steady in Q2 2026 at 200 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #210.

Marshall & Sterling Wealth Advisors first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.1K in Q3 2025. 166 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 200 shares of CoreWeave worth $19.9K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its CoreWeave share count unchanged in Q2 2026.
  • CoreWeave made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
  • Marshall & Sterling Wealth Advisors's CoreWeave position peaked at $30.1K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.