Modern Wealth Management’s CoreWeave CRWV Stock Holding History

Modern Wealth Management’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 Q1	–	Sell	-3,671	Closed	-$263K	–	957
2025 Q4	$263K	Buy	+3,671	New	+$372K	﹤0.01%	724

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Modern Wealth Management's CRWV Position: Q1 2026 in Review

Modern Wealth Management sold out of CoreWeave (CRWV) in Q1 2026, closing a stake of 3,671 shares — an estimated $263K sold.

Modern Wealth Management first reported a position in CRWV in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 778 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

Modern Wealth Management reported no remaining CoreWeave position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 3,671 CoreWeave shares in Q1 2026, an estimated $263K.
Modern Wealth Management first reported a position in CoreWeave in Q4 2025 and held it in 1 quarter.
Modern Wealth Management's CoreWeave position peaked at $263K in Q4 2025.
778 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.