Root Financial Partners’s CoreWeave CRWV Stock Holding History

Root Financial Partners’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	–	Sell	-2	Closed	-$143	–	3561
2025 Q4	$143	Sell	2 -1	-33%	-$101	﹤0.01%	2311
2025 Q3	$411	Buy	+3	New	+$355	﹤0.01%	2164

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VPM

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VCM

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VARA

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AMH

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Root Financial Partners's CRWV Position: Q1 2026 in Review

Root Financial Partners sold out of CoreWeave (CRWV) in Q1 2026, closing a stake of 2 shares — an estimated $143 sold.

Root Financial Partners first reported a position in CRWV in Q3 2025 and held it in 2 quarters. The position peaked at $411 in Q3 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

Root Financial Partners reported no remaining CoreWeave position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 2 CoreWeave shares in Q1 2026, an estimated $143.
Root Financial Partners first reported a position in CoreWeave in Q3 2025 and held it in 2 quarters.
Root Financial Partners's CoreWeave position peaked at $411 in Q3 2025.
775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.