SOA Wealth Advisors’s CoreWeave CRWV Stock Holding History

SOA 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	$179K	Buy	1,802 +916	+103%	+$98.9K	0.03%	219
2026 Q1	$68.6K	Buy	886 +391	+79%	+$33.9K	0.01%	322
2025 Q4	$35.4K	Buy	+495	New	+$50.2K	0.01%	418
2025 Q3	–	Sell	-375	Closed	-$61.1K	–	937
2025 Q2	$61.1K	Buy	375 +275	+275%	+$25.4K	0.01%	334
2025 Q1	$3.71K	Buy	+100	New	+$3.85K	﹤0.01%	661

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

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

SOA Wealth Advisors increased its CoreWeave (CRWV) stake by 103% in Q2 2026, buying an estimated $98.9K and bringing the position to 1,802 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #219.

SOA Wealth Advisors first reported a position in CRWV in Q1 2025 and has held it in 5 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

SOA Wealth Advisors held 1,802 shares of CoreWeave worth $179K as of Q2 2026.
SOA Wealth Advisors bought 916 CoreWeave shares in Q2 2026, an estimated $98.9K.
CoreWeave made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #219 holding.
SOA Wealth Advisors first reported a position in CoreWeave in Q1 2025 and has held it in 5 quarters since.
969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.