NewEdge Wealth’s CoreWeave CRWV Stock Holding History

NewEdge Wealth’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	$550K	Buy	+7,103	New	+$616K	0.01%	787
2025 Q4	–	Sell	-8,619	Closed	-$986K	–	1214
2025 Q3	$986K	Buy	8,619 +5,523	+178%	+$653K	0.01%	574
2025 Q2	$375K	Buy	+3,096	New	+$285K	0.01%	775

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

NewEdge Wealth's CRWV Position: Q1 2026 in Review

NewEdge Wealth opened a new position in CoreWeave (CRWV) in Q1 2026: 7,103 shares worth $550K. The stake represents 0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in CRWV as recently as Q3 2025.

NewEdge Wealth first reported a position in CRWV in Q2 2025 and has held it in 3 quarters since. The position peaked at $986K in Q3 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

NewEdge Wealth held 7,103 shares of CoreWeave worth $550K as of Q1 2026.
CoreWeave was a new NewEdge Wealth position in Q1 2026.
CoreWeave made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #787 holding.
NewEdge Wealth first reported a position in CoreWeave in Q2 2025 and has held it in 3 quarters since.
NewEdge Wealth's CoreWeave position peaked at $986K in Q3 2025.
775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.