SHFA
CRWV

SS&H Financial Advisors’s CoreWeave CRWV Stock Holding History

SS&H Financial 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
2025
Q4 		$648K Buy
9,050
+7,050
+353% +$715K 0.19% 81
2025
Q3 		$274K Buy
+2,000
New +$237K 0.08% 116

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return

SS&H Financial Advisors's CRWV Position: Q4 2025 in Review

SS&H Financial Advisors increased its CoreWeave (CRWV) stake by 353% in Q4 2025, buying an estimated $715K and bringing the position to 9,050 shares worth $648K. The position accounts for 0.19% of the portfolio, ranked #81.

SS&H Financial Advisors first reported a position in CRWV in Q3 2025 and has held it in 2 quarters since. 724 funds tracked by Wall St. Rank hold CRWV as of Q4 2025.

  • SS&H Financial Advisors held 9,050 shares of CoreWeave worth $648K as of Q4 2025.
  • SS&H Financial Advisors bought 7,050 CoreWeave shares in Q4 2025, an estimated $715K.
  • CoreWeave made up 0.19% of SS&H Financial Advisors's portfolio in Q4 2025, its #81 holding.
  • SS&H Financial Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 2 quarters since.
  • 724 funds tracked by Wall St. Rank held CoreWeave as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.