PWS
CRWV

Proactive Wealth Strategies’s CoreWeave CRWV Stock Holding History

Proactive 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 		$2.22M Buy
22,272
+2,914
+15% +$315K 0.36% 71
2026
Q1 		$1.5M Buy
19,358
+12,631
+188% +$1.1M 0.28% 84
2025
Q4 		$482K Buy
6,727
+3,370
+100% +$342K 0.19% 98
2025
Q3 		$459K Buy
+3,357
New +$397K 0.2% 94

Other funds holding CRWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Proactive Wealth Strategies increased its CoreWeave (CRWV) stake by 15% in Q2 2026, buying an estimated $315K and bringing the position to 22,272 shares worth $2.22M. The position accounts for 0.36% of the portfolio, ranked #71.

Proactive Wealth Strategies first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 545 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Proactive Wealth Strategies held 22,272 shares of CoreWeave worth $2.22M as of Q2 2026.
  • Proactive Wealth Strategies bought 2,914 CoreWeave shares in Q2 2026, an estimated $315K.
  • CoreWeave made up 0.36% of Proactive Wealth Strategies's portfolio in Q2 2026, its #71 holding.
  • Proactive Wealth Strategies first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
  • 545 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

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