MA
CRWV

Montag & Associates’s CoreWeave CRWV Stock Holding History

Montag & Associates’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 		$8.68K Hold
112
– – ﹤0.01% 762
2025
Q4 		$8.02K Sell
112
-292
-72% -$29.6K ﹤0.01% 785
2025
Q3 		$55.3K Buy
404
+101
+33% +$11.9K ﹤0.01% 580
2025
Q2 		$49.4K Buy
+303
New +$27.9K ﹤0.01% 586

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Montag & Associates's CRWV Position: Q1 2026 in Review

Montag & Associates held its CoreWeave (CRWV) position steady in Q1 2026 at 112 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Montag & Associates first reported a position in CRWV in Q2 2025 and has held it in 4 quarters since. The position peaked at $55.3K in Q3 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Montag & Associates held 112 shares of CoreWeave worth $8.68K as of Q1 2026.
  • Montag & Associates left its CoreWeave share count unchanged in Q1 2026.
  • CoreWeave made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #762 holding.
  • Montag & Associates first reported a position in CoreWeave in Q2 2025 and has held it in 4 quarters since.
  • Montag & Associates's CoreWeave position peaked at $55.3K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.