PlanVest Financial’s CoreWeave CRWV Stock Holding History

PlanVest Financial’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	$17.3K	Hold	174	–	–	0.01%	357
2026 Q1	$13.5K	Buy	+174	New	+$15.1K	0.01%	355

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PlanVest Financial's CRWV Position: Q2 2026 in Review

PlanVest Financial held its CoreWeave (CRWV) position steady in Q2 2026 at 174 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #357.

PlanVest Financial first reported a position in CRWV in Q1 2026 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

PlanVest Financial held 174 shares of CoreWeave worth $17.3K as of Q2 2026.
PlanVest Financial left its CoreWeave share count unchanged in Q2 2026.
CoreWeave made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #357 holding.
PlanVest Financial first reported a position in CoreWeave in Q1 2026 and has held it in 2 quarters since.
940 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.