Nvest Wealth Strategies’s CoreWeave CRWV Stock Holding History

Nvest Wealth Strategies’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	$7.27K	Hold	73	–	–	﹤0.01%	132
2026 Q1	$5.66K	Hold	73	–	–	﹤0.01%	144
2025 Q4	$5.23K	Buy	+73	New	+$7.4K	﹤0.01%	148

Other funds holding CRWV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Nvest Wealth Strategies's CRWV Position: Q2 2026 in Review

Nvest Wealth Strategies held its CoreWeave (CRWV) position steady in Q2 2026 at 73 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Nvest Wealth Strategies first reported a position in CRWV in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Nvest Wealth Strategies held 73 shares of CoreWeave worth $7.27K as of Q2 2026.
Nvest Wealth Strategies left its CoreWeave share count unchanged in Q2 2026.
CoreWeave made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #132 holding.
Nvest Wealth Strategies first reported a position in CoreWeave in Q4 2025 and has held it in 3 quarters since.
500 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.