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 Q2	$711K	Buy	7,141 +65	+0.9%	+$7.02K	0.04%	153
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

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

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

SFMG Wealth Advisors's CRWV Position: Q2 2026 in Review

SFMG Wealth Advisors increased its CoreWeave (CRWV) stake by 0.92% in Q2 2026, buying an estimated $7.02K and bringing the position to 7,141 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #153.

SFMG Wealth Advisors first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

SFMG Wealth Advisors held 7,141 shares of CoreWeave worth $711K as of Q2 2026.
SFMG Wealth Advisors bought 65 CoreWeave shares in Q2 2026, an estimated $7.02K.
CoreWeave made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #153 holding.
SFMG Wealth Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.