Sigma Planning Corp
CRWV icon

Sigma Planning Corp’s CoreWeave CRWV Stock Holding History

Sigma Planning Corp’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 		$973K Sell
11,170
-2,971
-21% -$254K 0.03% 590
2026
Q2 		$1.41M Buy
14,141
+2,133
+18% +$230K 0.04% 475
2026
Q1 		$930K Buy
12,008
+4,476
+59% +$388K 0.03% 590
2025
Q4 		$539K Buy
7,532
+4,584
+155% +$465K 0.01% 769
2025
Q3 		$403K Sell
2,948
-4,995
-63% -$591K 0.01% 899
2025
Q2 		$1.3M Buy
+7,943
New +$732K 0.04% 418

Other funds holding CRWV

Magnetar Financial
Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sigma Planning Corp's CRWV Position: Q3 2026 in Review

Sigma Planning Corp reduced its CoreWeave (CRWV) stake by 21% in Q3 2026, selling an estimated $254K and leaving 11,170 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #590.

Sigma Planning Corp first reported a position in CRWV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2026. 830 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Sigma Planning Corp held 11,170 shares of CoreWeave worth $973K as of Q3 2026.
  • Sigma Planning Corp sold 2,971 CoreWeave shares in Q3 2026, an estimated $254K.
  • CoreWeave made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #590 holding.
  • Sigma Planning Corp first reported a position in CoreWeave in Q2 2025 and has held it in 6 quarters since.
  • Sigma Planning Corp's CoreWeave position peaked at $1.41M in Q2 2026.
  • 830 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.