RWS
CRWV

Retirement Wealth Solutions’s CoreWeave CRWV Stock Holding History

Retirement Wealth Solutions’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
Q3 		$872 Sell
10
-3
-23% -$256 ﹤0.01% 763
2026
Q2 		$1.29K Sell
13
-11
-46% -$1.19K ﹤0.01% 598
2026
Q1 		$1.86K Buy
+24
New +$2.08K ﹤0.01% 512

Other funds holding CRWV

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Retirement Wealth Solutions's CRWV Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its CoreWeave (CRWV) stake by 23% in Q3 2026, selling an estimated $256 and leaving 10 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Retirement Wealth Solutions first reported a position in CRWV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.86K in Q1 2026. 37 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Retirement Wealth Solutions held 10 shares of CoreWeave worth $872 as of Q3 2026.
  • Retirement Wealth Solutions sold 3 CoreWeave shares in Q3 2026, an estimated $256.
  • CoreWeave made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #763 holding.
  • Retirement Wealth Solutions first reported a position in CoreWeave in Q1 2026 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's CoreWeave position peaked at $1.86K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.