SWA
CRWV

SFMG Wealth Advisors’s CoreWeave CRWV Stock Holding History

SFMG Wealth Advisors’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 		$548K Sell
7,076
-625
-8% -$54.2K 0.04% 175
2025
Q4 		$551K Buy
7,701
+2,781
+57% +$282K 0.04% 174
2025
Q3 		$673K Buy
+4,920
New +$582K 0.05% 139

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

SFMG Wealth Advisors's CRWV Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its CoreWeave (CRWV) stake by 8.1% in Q1 2026, selling an estimated $54.2K and leaving 7,076 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #175.

SFMG Wealth Advisors first reported a position in CRWV in Q3 2025 and has held it in 3 quarters since. The position peaked at $673K in Q3 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • SFMG Wealth Advisors held 7,076 shares of CoreWeave worth $548K as of Q1 2026.
  • SFMG Wealth Advisors sold 625 CoreWeave shares in Q1 2026, an estimated $54.2K.
  • CoreWeave made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • SFMG Wealth Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 3 quarters since.
  • SFMG Wealth Advisors's CoreWeave position peaked at $673K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.