MYIA
CRWV

Mount Yale Investment Advisors’s CoreWeave CRWV Stock Holding History

Mount Yale Investment 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 		$900K Buy
9,041
+469
+5% +$50.6K 0.02% 613
2026
Q1 		$664K Buy
8,572
+3,553
+71% +$308K 0.02% 625
2025
Q4 		$359K Buy
5,019
+1,948
+63% +$198K 0.02% 540
2025
Q3 		$420K Buy
+3,071
New +$363K 0.03% 448

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.38% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Mount Yale Investment Advisors's CRWV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its CoreWeave (CRWV) stake by 5.5% in Q2 2026, buying an estimated $50.6K and bringing the position to 9,041 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #613.

Mount Yale Investment Advisors first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 973 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Mount Yale Investment Advisors held 9,041 shares of CoreWeave worth $900K as of Q2 2026.
  • Mount Yale Investment Advisors bought 469 CoreWeave shares in Q2 2026, an estimated $50.6K.
  • CoreWeave made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #613 holding.
  • Mount Yale Investment Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
  • 973 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.