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
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 $9.84B AUM 190.63% 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 $6.73T AUM 46.02% 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

Mount Yale Investment Advisors's CRWV Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its CoreWeave (CRWV) stake by 71% in Q1 2026, buying an estimated $308K and bringing the position to 8,572 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #625.

Mount Yale Investment Advisors first reported a position in CRWV in Q3 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Mount Yale Investment Advisors held 8,572 shares of CoreWeave worth $664K as of Q1 2026.
  • Mount Yale Investment Advisors bought 3,553 CoreWeave shares in Q1 2026, an estimated $308K.
  • CoreWeave made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #625 holding.
  • Mount Yale Investment Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.